2014

2014 1,617

December 2014

1. 31 DecFannie Mae: Mortgage Serious Delinquency rate declined slightly in November, Lowest since October 2008
2. 31 DecQuestion #2 for 2015: How many payroll jobs will be added in 2015?
3. 31 DecNAR: Pending Home Sales Index increased 0.8% in November, up 4.1% year-over-year
4. 31 DecWeekly Initial Unemployment Claims increased to 298,000
5. 31 DecZillow: Case-Shiller House Price Index year-over-year change expected to slow further in November
6. 30 DecQuestion #3 for 2015: What will the unemployment rate be in December 2015?
7. 30 DecQuestion #4 for 2015: Will too much inflation be a concern in 2015?
8. 30 DecQuestion #5 for 2015: Will the Fed raise rates in 2015? If so, when?
9. 30 DecHouse Prices: Better Seasonal Adjustment; Real Prices and Price-to-Rent Ratio in October
10. 30 DecCase-Shiller: National House Price Index increased 4.6% year-over-year in October
11. 30 DecBlack Knight: Mortgage Delinquencies increased in November
12. 30 DecQuestion #6 for 2015: Will real wages increase in 2015?
13. 29 DecOil Prices Fall, Rig Count Drops, Oil Companies Employment to decline
14. 29 DecDallas Fed: Texas Manufacturing "Picks up Pace" in December
15. 29 DecBlack Knight: House Price Index up slightly in October, Up 4.5% year-over-year
16. 29 DecSunday Night Futures
17. 28 DecQuestion #7 for 2015: What about oil prices in 2015?
18. 28 DecCNBC and the "Job Surge of 2015" and Demographics
19. 28 DecQuestion #8 for 2015: How much will Residential Investment increase?
20. 27 DecSchedule for Week of December 28th
21. 27 DecUnofficial Problem Bank list unchanged at 401 Institutions, Q4 2014 Transition Matrix
22. 26 DecQuestion #9 for 2015: What will happen with house prices in 2015?
23. 26 DecQuestion #10 for 2015: How much will housing inventory increase in 2015?
24. 25 DecFreddie Mac: Mortgage Serious Delinquency rate unchanged in November
25. 25 DecHappy Holidays!
26. 25 Dec"Mortgage Rates Match December Highs"
27. 24 DecTen Economic Questions for 2015
28. 24 DecVehicle Sales Forecasts: "Strongest December in 10 Years", 17 Million in 2015
29. 24 DecWeekly Initial Unemployment Claims decreased to 280,000
30. 24 DecMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
31. 24 DecWednesday: Unemployment Claims
32. 23 DecReview: Ten Economic Questions for 2014
33. 23 DecComments on New Home Sales
34. 23 DecPersonal Income increased 0.4% in November, Spending increased 0.6%
35. 23 DecNew Home Sales at 438,000 Annual Rate in November
36. 23 DecQ3 GDP Revised Up to 5.0%
37. 23 DecTuesday: New Home Sales, Personal Income and Outlays, GDP, and much more
38. 22 DecPhilly Fed: State Coincident Indexes increased in 44 states in November
39. 22 DecA Few Comments on November Existing Home Sales
40. 22 DecExisting Home Sales in November: 4.93 million SAAR, Inventory up 2.0% Year-over-year
41. 22 DecChicago Fed: Index shows "Economic Growth Accelerated" in November
42. 22 DecMonday: Existing Home Sales
43. 21 DecKatie Couric and the Net Petroleum Exporter Myth
44. 20 DecExisting Home Sales: A Likely "Miss"
45. 20 DecSchedule for Week of December 21st
46. 20 DecUnofficial Problem Bank list declines to 401 Institutions
47. 20 DecATA Trucking Index increased 3.5% in November
48. 19 DecLawler Update: Read on November Existing Home Sales, Distressed Sales and Cash buyers for Selected Cities
49. 19 DecDOT: Vehicle Miles Driven increased 2.6% year-over-year in October
50. 19 DecKansas City Fed: Regional Manufacturing "Activity Expanded at a Moderate Pace" in December
51. 19 DecBLS: Forty-one States had Unemployment Rate Decreases in November
52. 19 DecFreddie Mac: "Mortgage Rates Find New Lows for 2014"
53. 18 DecCoStar: Commercial Real Estate prices increased in October
54. 18 DecLA area Port Traffic in November
55. 18 DecPhilly Fed Manufacturing Survey declines to 24.5 in December
56. 18 DecWeekly Initial Unemployment Claims decreased to 289,000
57. 18 DecComments on Fed Chair Yellen's Press Conference
58. 17 DecZillow: Negative Equity declines further in Q3 2014, "Down by Almost Half Since 2012 Peak"
59. 17 DecFOMC Projections and Press Conference
60. 17 DecFOMC Statement: "Considerable Time" replaced with "patient", "consistent with previous statement"
61. 17 DecKey Measures Show Low Inflation in November
62. 17 DecAIA: Architecture Billings Index shows slower expansion in November
63. 17 DecBLS: CPI decreased 0.3% in November, Core CPI increased 0.1%
64. 17 DecMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
65. 17 DecWednesday: FOMC, CPI
66. 16 Dec"Mortgage Rates Back to Pre-Taper-Tantrum Levels"
67. 16 DecDataQuick: "Bay Area Home Sales Slowest in Six Years" in November
68. 16 DecDataQuick: "Southern California November Home Sales Fall Sharply"
69. 16 DecComments on November Housing Starts
70. 16 DecHousing Starts decrease to 1.028 Million Annual Rate in November
71. 16 DecTuesday: Housing Starts
72. 15 DecLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in November
73. 15 DecLawler: Early Read on Existing Home Sales in November (look for big dip)
74. 15 DecA Comment on Oil Prices
75. 15 DecNAHB: Builder Confidence decreased to 57 in December
76. 15 DecFed: Industrial Production increased 1.3% in November
77. 15 DecNY Fed: Empire State Manufacturing Survey indicates "activity declined for New York manufacturers" in December
78. 15 DecMonday: Industrial Production, NY Fed Mfg Survey, Homebuilder Survey
79. 14 DecFOMC Preview: Focus on Press Conference, Probably Remove "Considerable Time", Shorter Statement
80. 13 DecSchedule for Week of December 14th
81. 13 DecUnofficial Problem Bank list declines to 406 Institutions
82. 13 DecGoldman: FOMC Preview
83. 12 DecHotels: Occupancy Rate Finishing 2014 Strong
84. 12 DecMerrill and Nomura: FOMC Preview
85. 12 DecPreliminary December Consumer Sentiment increases to 93.8
86. 12 DecSacramento Housing in November: Total Sales down 6% Year-over-year, Active Inventory increased 37%
87. 12 DecWould you loan money to this guy?
88. 11 DecMortgage Equity Withdrawal Still Negative in Q3 2014
89. 11 DecFed's Flow of Funds: Household Net Worth "dipped slightly" in Q3
90. 11 DecWeekly Initial Unemployment Claims decreased to 294,000
91. 11 DecRetail Sales increased 0.7% in November
92. 11 DecThursday: Retail Sales, Unemployment Claims, Q3 Flow of Funds
93. 10 DecLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in November
94. 10 DecQuarterly Services Survey suggests upward revision to Q3 GDP close to 4.4%
95. 10 DecFNC: Residential Property Values increased 5.7% year-over-year in October
96. 10 DecMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
97. 9 DecWednesday: Q3 Quarterly Services Report
98. 9 DecLas Vegas Real Estate in November: YoY Non-contingent Inventory up 20%, Distressed Sales and Cash Buying down YoY
99. 9 DecTrulia: Asking House Prices up 7.4% year-over-year in November
100. 9 DecBLS: Jobs Openings at 4.8 million in October, Up 21% Year-over-year
101. 9 DecNFIB: Small Business Optimism Index Increases in November
102. 8 DecTuesday: Job Openings, Small Business Optimism
103. 8 DecFNC: More Long Term Home Owners selling in 2014
104. 8 DecPhoenix Real Estate in November: Sales down 4%, Cash Sales down Sharply, Inventory up only 3%
105. 8 DecMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
106. 8 DecSunday Night Futures
107. 7 DecDecline in the Labor Force Participation Rate: Mostly Demographics and Long Term Trends
108. 6 DecSchedule for Week of December 7th
109. 6 DecUnofficial Problem Bank list declines to 407 Institutions
110. 5 DecThe Future's so Bright ...
111. 5 DecPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
112. 5 DecTrade Deficit mostly unchanged in October at $43.4 Billion
113. 5 DecEmployment Report Comments: Best Year for Employment since the '90s
114. 5 DecNovember Employment Report: 321,000 Jobs, 5.8% Unemployment Rate
115. 4 DecFriday: Employment, Trade Deficit
116. 4 DecMortgage Rates decline to 3.89%, No Significant Increase in Refinance Activity Expected
117. 4 DecBlack Knight October Mortgage Monitor: "8% of mortgages, 4 million borrowers in negative equity"
118. 4 DecWeekly Initial Unemployment Claims decreased to 297,000
119. 4 DecThursday: Unemployment Claims
120. 3 DecPreview: Employment Report for November
121. 3 DecFed's Beige Book: Economic Activity "continued to expand"
122. 3 DecISM Non-Manufacturing Index increased to 59.3% in November
123. 3 DecADP: Private Employment increased 208,000 in November
124. 3 DecMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
125. 3 DecWednesday: ISM Non-Mfg Index, ADP Employment, Beige Book
126. 2 DecU.S. Light Vehicle Sales increase to 17.1 million annual rate in November
127. 2 DecUpdate: More 2015 Housing Forecasts
128. 2 DecConstruction Spending increased 1.1% in October
129. 2 DecCoreLogic: House Prices up 6.1% Year-over-year in October
130. 2 DecTuesday: Auto Sales, Construction Spending
131. 1 DecRestaurant Performance Index increased in October
132. 1 DecHousing: Demographics for Renting and Buying
133. 1 DecISM Manufacturing index at 58.7 in November
134. 1 DecMonday: ISM Manufacturing

November 2014

1. 30 NovWSJ: "Mortgage Lenders Set to Relax Standards"
2. 29 NovSchedule for Week of November 30th
3. 29 NovUnofficial Problem Bank list declines to 408 Institutions
4. 29 NovA few comments on the Seasonal Pattern for House Prices
5. 28 NovPossible Headline for Next Friday: "Best Year for Employment since the '90s"
6. 28 NovHotels: Occupancy Rate Finishing 2014 Strong, Best Year since 2000
7. 28 NovVehicle Sales Forecast: "Strongest November since 2001"
8. 27 NovWTI Crude Oil Falls Below $70
9. 27 NovWord of the Year
10. 27 NovFannie Mae: Mortgage Serious Delinquency rate declined in October, Lowest since October 2008
11. 26 NovZillow: Case-Shiller House Price Index year-over-year change expected to slow further in October
12. 26 NovComments on October New Home Sales
13. 26 NovNew Home Sales at 458,000 Annual Rate in October
14. 26 NovPersonal Income increased 0.2% in October, Spending increased 0.2%
15. 26 NovWeekly Initial Unemployment Claims increased to 313,000
16. 26 NovWednesday: New Home Sales, Personal Income, Durable Goods, Unemployment Claims, Pending Home sales
17. 25 NovFreddie Mac: Mortgage Serious Delinquency rate declined in October, Lowest since December 2008
18. 25 NovHouse Prices: Real Prices and Price-to-Rent Ratio in September
19. 25 NovNY Fed: Household Debt increased in Q3 2014, "Deleveraging process has ended"
20. 25 NovCase-Shiller: National House Price Index increased 4.8% year-over-year in September
21. 25 NovQ3 GDP Revised Up to 3.9% Annual Rate
22. 25 NovTuesday: GDP, Case-Shiller House Prices, Q3 Household Debt and Credit Report and much more
23. 24 NovMortgage News Daily: Mortgage Rates below 4%, Lowest in 1-Month
24. 24 NovBlack Knight: House Price Index down slightly in September, Up 4.6% year-over-year
25. 24 NovDallas Fed: Texas Manufacturing "Posts Slower Growth" in November
26. 24 NovChicago Fed: Index shows "economic activity was near its historical trend" in October
27. 24 NovSunday Night Futures
28. 23 NovUpdate: Business Cycles and Markets
29. 22 NovUpdate: More 2015 Housing Forecasts
30. 22 NovSchedule for Week of November 23rd
31. 22 NovUnofficial Problem Bank list declines to 411 Institutions
32. 21 NovVehicle Sales Forecast: "Could Reach 17 Million" SAAR in November
33. 21 NovDOT: Vehicle Miles Driven increased 2.3% year-over-year in September
34. 21 NovKansas City Fed: Regional Manufacturing "Activity Expanded Further" in November
35. 21 NovBLS: Thirty-four States had Unemployment Rate Decreases in October
36. 21 NovBlack Knight: Mortgage Delinquencies decreased in October, Lowest in Seven Years
37. 21 NovFriday: State Employment, October Mortgage Delinquencies
38. 20 NovQuarterly Housing Starts by Intent
39. 20 NovA Few Comments on October Existing Home Sales
40. 20 NovKey Measures Show Low Inflation in October
41. 20 NovExisting Home Sales in October: 5.26 million SAAR, Inventory up 5.2% Year-over-year
42. 20 NovCPI unchanged in October; Weekly Initial Unemployment Claims at 291,000
43. 20 NovThursday: Existing Home Sales, Inflation, Unemployment Claims, Philly Fed Mfg Survey
44. 19 NovLawler: Updated Read on Existing Home Sales, Table of Distressed Sales in October
45. 19 NovComments on October Housing Starts
46. 19 NovFOMC Minutes: "a few expressed concern that inflation might persist below the Committee's objective for quite some time"
47. 19 NovAIA: Architecture Billings Index shows slower expansion in October
48. 19 NovHousing Starts decrease to 1.009 Million Annual Rate in October
49. 19 NovMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
50. 19 NovWednesday: Housing Starts, FOMC Minutes
51. 18 NovBuilder Confidence and Housing Starts
52. 18 NovATA Trucking Index increased 0.5% in October
53. 18 NovLA area Port Traffic in October: Strong Imports, Soft Exports
54. 18 NovNAHB: Builder Confidence increased to 58 in November
55. 18 NovTuesday: Homebuilder survey, PPI
56. 17 NovCoStar: Commercial Real Estate prices increased in September
57. 17 NovWSJ: Audit shows FHA Back in Black
58. 17 NovFed: Industrial Production decreased 0.1% in October
59. 17 NovNY Fed: Empire State Manufacturing Survey indicates "pace of growth somewhat faster than last month’s" in November
60. 17 NovMonday: Industrial Production, Empire State Mfg Survey
61. 16 NovUnofficial Problem Bank list declines to 415 Institutions
62. 15 NovSchedule for Week of November 16th
63. 15 NovLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in October
64. 14 NovLawler: Early Read on Existing Home Sales in October
65. 14 NovMBA National Delinquency Survey: Judicial vs. Non-Judicial Foreclosure States in Q3 2014
66. 14 NovMBA: Mortgage Delinquency and Foreclosure Rates Decrease in Q3, Lowest since 2007
67. 14 NovPreliminary November Consumer Sentiment increases to 89.4
68. 14 NovRetail Sales increased 0.3% in October
69. 14 NovFriday: Retail Sales, Consumer Sentiment, Q3 National Mortgage Delinquency Survey
70. 13 NovFreddie Mac: "Fixed Mortgage Rates Hovering Near 2014 Lows"
71. 13 NovDataQuick on California Bay Area: Home Sales increased slightly in October, Few Distressed Sales
72. 13 NovHotels: Occupancy Rate Finishing 2014 Strong
73. 13 NovBLS: Jobs Openings at 4.7 million in September, Up 20% Year-over-year
74. 13 NovWeekly Initial Unemployment Claims increased to 290,000
75. 13 NovThursday: Job Openings, Unemployment Claims
76. 12 NovLawler: Beazer Results and Q3 Builder Summary Table
77. 12 NovDataQuick: October Southern California Home Sales Dip To Three-Year Low
78. 12 NovEIA Forecast: Gasoline Prices expected to average $2.94/gal in 2015
79. 12 NovNFIB: Small Business Optimism Index Increases in October
80. 12 NovMBA: Mortgage Applications Decrease Slightly in Latest MBA Weekly Survey
81. 11 NovWednesday: Small Business Optimism
82. 11 NovLawler on D.R. Horton: Net Orders Jump as Increased Incentives Continued; Expects Big Increase in Unit Sales, Flat Home Prices Next Year
83. 11 NovMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
84. 11 NovHousing Update: It Appears Inventory build is Slowing in Previous Distressed Markets
85. 10 NovSacramento Housing in October: Total Sales down 1% Year-over-year, Equity Sales up 5%, Active Inventory increased 29%
86. 10 NovLawler on Toll Brothers: Net Orders Up, Orders Per Community Down Last Quarter
87. 10 NovUpdate: The California Budget Surplus
88. 10 NovAnother Recession Caller
89. 10 NovFNC: Residential Property Values increased 6.3% year-over-year in September
90. 10 NovSunday Night Futures
91. 9 NovEmployment: Party Like It's 1999!
92. 9 NovUpdate: Prime Working-Age Population Growing Again
93. 8 NovUnofficial Problem Bank list declines to 419 Institutions
94. 8 NovSchedule for Week of November 9th
95. 8 NovUpdate: 2015 Housing Forecasts
96. 8 NovBank Failure #17 in 2014: El Paseo Bank, Palm Desert, California
97. 7 NovPhoenix Real Estate in October: Sales up 2%, Cash Sales down Sharply, Inventory up only 6%
98. 7 NovCommentary: Politics and Jobs
99. 7 NovComments: Solid Employment Report, Seasonal Retail Hiring at Record Level
100. 7 NovOctober Employment Report: 214,000 Jobs, 5.8% Unemployment Rate
101. 7 NovFriday: Jobs, Jobs, Jobs
102. 6 NovLawler: Fannie, Freddie in Q3
103. 6 NovNAHB: Builder Confidence improves for the 55+ Housing Market in Q3
104. 6 NovLas Vegas Real Estate in October: YoY Non-contingent Inventory up 26%, Distressed Sales and Cash Buying down YoY
105. 6 NovTrulia: Asking House Prices up 6.4% year-over-year in October
106. 6 NovWeekly Initial Unemployment Claims decreased to 278,000, 4-Week Average lowest since April 2000
107. 6 NovThursday: Unemployment Claims
108. 5 NovPreview: Employment Report for October
109. 5 NovBankruptcy Filings declined 13% in Fiscal 2014, Lowest Filings in Seven Years
110. 5 NovISM Non-Manufacturing Index decreased to 57.1% in October
111. 5 NovADP: Private Employment increased 230,000 in October
112. 5 NovMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
113. 5 NovWednesday: ISM Non-Mfg Index, ADP Employment
114. 4 NovUpdate: Framing Lumber Prices down Year-over-year
115. 4 NovLawler on NAR 2014 Profile of Home Buyers and Sellers
116. 4 NovCoreLogic: House Prices up 5.6% Year-over-year in September
117. 4 NovTrade Deficit increased in September to $43.0 Billion
118. 4 NovTuesday: Trade Deficit
119. 3 NovFed Survey: Banks "eased standards for construction and land development loans"
120. 3 NovU.S. Light Vehicle Sales unchanged at 16.35 million annual rate in October
121. 3 NovConstruction Spending decreased 0.4% in September
122. 3 NovISM Manufacturing index increases to 59.0 in October
123. 3 NovBlack Knight releases Mortgage Monitor for September
124. 3 NovMonday: ISM Mfg, Auto Sales, Construction Spending
125. 2 NovRetail: October Seasonal Hiring vs. Holiday Retail Sales
126. 1 NovFannie Mae: Mortgage Serious Delinquency rate declined in September, Lowest since October 2008
127. 1 NovSchedule for Week of November 2nd
128. 1 NovUnofficial Problem Bank list declines to 422 Institutions
129. 1 NovFriday Night: Kudlow makes me laugh ... again!

October 2014

1. 31 OctQ3 GDP: Investment Contributions
2. 31 OctQ3 2014 GDP Details on Residential and Commercial Real Estate
3. 31 OctPreliminary: 2015 Housing Forecasts
4. 31 OctFinal October Consumer Sentiment at 86.9, Chicago PMI increases to 66.2
5. 31 OctBEA: Personal Income increased 0.2% in September, Core PCE prices up 1.5% year-over-year
6. 30 OctFriday: Personal Income and Outlays, Chicago PMI, Consumer Sentiment
7. 30 OctHotels: Occupancy up 5.4%, RevPAR up 10.8% Year-over-Year
8. 30 OctLawler: MDC Results and Homebuilder Summary Table
9. 30 OctWeekly Initial Unemployment Claims increased to 287,000, 4-Week Average lowest since May 2000
10. 30 OctBEA: Real GDP increased at 3.5% Annualized Rate in Q3
11. 30 OctThursday: Q3 GDP, Unemployment Claims
12. 29 OctLawler on Housing Vacancy Survey for Q3: Reported Household Growth Remained Muted; “True” Homeownership Rate Probably Lowest Since the 1960’s
13. 29 OctFOMC Statement: QE3 Ends, "Considerable Time" before rate increase
14. 29 OctFreddie Mac: Mortgage Serious Delinquency rate declined in September, Lowest since 2008
15. 29 OctZillow: Case-Shiller House Price Index year-over-year change expected to slow further in September
16. 29 OctMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
17. 28 OctWednesday: FOMC Statement
18. 28 OctNMHC Survey: Apartment Market Conditions Slightly Tighter in Q3 2014
19. 28 OctHouse Prices: Real Prices and Price-to-Rent Ratio in August
20. 28 OctHVS: Q3 2014 Homeownership and Vacancy Rates
21. 28 OctCase-Shiller: National House Price Index increased 5.1% year-over-year in August
22. 27 OctTuesday: Case-Shiller House Prices, Durable Goods, and much more
23. 27 OctVehicle Sales Forecasts: Over 16 Million SAAR again in October
24. 27 OctATA Trucking Index Unchanged in September
25. 27 OctNAR: Pending Home Sales Index increased 0.3% in September, up 1.0% year-over-year
26. 27 OctBlack Knight: House Price Index up 0.1% in August, Up 4.9% year-over-year
27. 27 OctSunday Night Futures
28. 26 OctFOMC: End of QE3, Shorter Statement
29. 25 OctSchedule for Week of October 26th
30. 25 OctUnofficial Problem Bank list declines to 423 Institutions
31. 25 OctGoldman Sachs: FOMC Preview
32. 25 OctMerrill Lynch: FOMC Preview
33. 24 OctBank Failure #16 in 2014: National Republic Bank of Chicago
34. 24 OctLawler on New Home Sales: Silly-Looking August Guess Revised Down Sharply in the West – As Expected
35. 24 OctComments on September New Home Sales
36. 24 OctNew Home Sales increased slightly to 467,000 Annual Rate in September
37. 24 OctBlack Knight: Mortgage Delinquencies decreased in September
38. 24 OctFriday: New Home Sales
39. 23 OctFDIC Releases Economic Scenarios for 2015 Stress Testing
40. 23 OctA Few Comments on QE
41. 23 OctPhilly Fed: State Coincident Indexes increased in 43 states in September
42. 23 OctFHFA: House Prices increased 0.5% in August, Up 4.8% Year-over-year
43. 23 OctWeekly Initial Unemployment Claims increase to 283,000, 4-Week Average lowest since May 2000
44. 22 OctThursday: Unemployment Claims, FHFA House Price Index
45. 22 OctQE Timeline Update
46. 22 OctKey Measures Show Low Inflation in September
47. 22 OctCost of Living Adjustment: 1.7%, Contribution Base for 2015: $118,500
48. 22 OctAIA: Architecture Billings Index increases in September, "Robust Construction Conditions Ahead"
49. 22 OctBLS: CPI increases 0.1% in September, Core CPI 0.1%, Cost-Of-Living Adjustment 1.7%
50. 22 OctMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
51. 22 OctWednesday: Consumer Price Index
52. 21 OctDataQuick: California Foreclosure Starts Lowest Since 2005
53. 21 OctLA area Port Traffic in September: Imports Highest since 2006, Exports Soft
54. 21 OctBLS: Thirty-one States had Unemployment Rate Decreases in September
55. 21 OctA Few Comments on September Existing Home Sales
56. 21 OctExisting Home Sales in September: 5.17 million SAAR, Inventory up 6.0% Year-over-year
57. 21 OctTuesday: Existing Home Sales
58. 20 OctLawler: Updated Table of Distressed and All-Cash Share for September
59. 20 OctFHFA Director Watt: Reps and Warrants to be Clarified in Coming Weeks, "sensible and responsible guidelines" for Lower Downpayments
60. 20 OctIs Mortgage Credit too Tight?
61. 20 OctDOT: Vehicle Miles Driven increased 0.4% year-over-year in August
62. 20 OctSunday Night Futures
63. 19 OctHamilton: "How will Saudi Arabia respond to lower oil prices?"
64. 18 OctSchedule for Week of October 19th
65. 18 OctUnofficial Problem Bank list declines to 426 Institutions
66. 17 OctBank Failure Friday: NBRS Financial, Rising Sun, Maryland,15th Failure of 2014
67. 17 OctWSJ: "Fannie, Freddie Near Deal That Promises to Boost Mortgage Lending"
68. 17 OctA few comments on September Housing Starts
69. 17 OctPreliminary October Consumer Sentiment increases to 86.4
70. 17 OctHousing Starts increase to 1.017 Million Annual Rate in September
71. 16 OctFriday: Housing Starts, Yellen
72. 16 OctCoStar: Commercial Real Estate prices increased in August
73. 16 OctEarlier: Philly Fed Manufacturing Survey declines to 20.7 in October
74. 16 OctNAHB: Builder Confidence decreased to 54 in October
75. 16 OctFed: Industrial Production increased 1.0% in September
76. 16 OctWeekly Initial Unemployment Claims decrease to 264,000, 4-Week Average lowest since 2000
77. 15 OctThursday: Industrial Production, Unemployment Claims, Homebuilder Survey, Philly Fed Mfg Survey
78. 15 OctFed's Beige Book: Economic Activity Expanded "modest to moderate" pace
79. 15 OctNY Fed: Empire State Manufacturing Survey indicates "business activity grew modestly" in October
80. 15 OctRetail Sales decreased 0.3% in September
81. 15 OctMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
82. 15 OctWednesday: Retail Sales, PPI, NY Fed Mfg Survey, Beige Book and More
83. 14 OctMortgage News Daily: Mortgage Rates below 4%, Lowest since June 2013
84. 14 OctLawler: Early Read on Existing Home Sales in September, Table of Distressed and All-Cash Share
85. 14 OctDataQuick on California Bay Area: Strongest September for Home Sales in Five Years, Distressed Sales and Investor Buying declines
86. 14 OctMortgage Rates: Close to 4%, No Significant Increase in Refinance Activity Expected
87. 14 OctNFIB: Small Business Optimism Index Declines in September
88. 14 OctDataQuick on SoCal: September Home Sales up 1% Year-over-year, Distressed Sales and Investor Buying Declines Further
89. 13 OctFrom 5 Years Ago: The History of the World wouldn't be complete without ...
90. 13 OctUpdate: Real Estate Agent Boom and Bust
91. 13 Oct"Disinflation, Here We Come"
92. 13 OctUnofficial Problem Bank list declines to 429 Institutions
93. 12 OctSunday Night Futures
94. 12 OctGoldman on 2015: "Potential Renewed Uncertainty around Fiscal Deadlines"
95. 11 OctFed Vice Chairman Fischer: "The Federal Reserve and the Global Economy"
96. 11 OctSchedule for Week of October 12th
97. 10 OctLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in September
98. 10 OctMoody's Zandi: "Have We Underestimated U.S. Wage Growth?"
99. 10 OctSacramento Housing in September: Total Sales down 1% Year-over-year, Equity Sales up 5%, Active Inventory increased 51%
100. 10 OctFNC: Residential Property Values increased 7.5% year-over-year in August
101. 9 OctLawler: Comments on Pending Home Sales and All Cash Purchases
102. 9 OctHotels: Occupancy up 3.7%, RevPAR up 6.6% Year-over-Year
103. 9 OctHousing: Appears Inventory build is Slowing in Previous Distressed Markets
104. 9 OctTrulia: Asking House Prices up 6.4% year-over-year in September
105. 9 OctWeekly Initial Unemployment Claims decrease to 287,000, 4-Week Average lowest since 2006
106. 8 OctThursday: Unemployment Claims
107. 8 OctLas Vegas Real Estate in September: YoY Non-contingent Inventory up 29%, Distressed Sales and Cash Buying down YoY
108. 8 OctFOMC Minutes: "Costs of downside shocks to the economy would be larger than those of upside shocks"
109. 8 OctCBO Estimate: Budget Deficit declines to 2.8% of GDP
110. 8 OctMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
111. 8 OctWednesday: FOMC Minutes
112. 7 OctPhoenix Real Estate in September: Sales down 1%, Cash Sales down Sharply, Inventory up 13%
113. 7 OctFed: Q2 Household Debt Service Ratio near Record Low
114. 7 OctGoldman: The Housing Recovery Resumes
115. 7 OctBLS: Jobs Openings at 4.8 million in August, Up 23% Year-over-year
116. 7 OctCoreLogic: House Prices up 6.4% Year-over-year in August
117. 7 OctTuesday: Job Openings
118. 6 OctFun: News IQ Quiz
119. 6 OctUpdate: Prime Working-Age Population Growing Again
120. 6 OctFed's Labor Market Conditions Index
121. 6 OctBlack Knight releases Mortgage Monitor for August
122. 6 OctMonday: Fed Labor Market Conditions Index
123. 5 OctPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
124. 4 OctSchedule for Week of October 5th
125. 4 OctUnofficial Problem Bank list declines to 430 Institutions, Q3 2014 Transition Matrix
126. 3 OctGoldman: "Fed likely still holds $1 trillion MBS by the end of 2020"
127. 3 OctReis: Mall Vacancy Rate unchanged in Q3
128. 3 OctTrade Deficit decreased in August to $40.1 Billion
129. 3 OctComments on Employment Report: Party Like it's 1999!
130. 3 OctSeptember Employment Report: 248,000 Jobs, 5.9% Unemployment Rate
131. 3 OctFriday: Employment Report, Trade Deficit, Q3 Mall Vacancies, ISM non-Manufacturing
132. 2 OctFreddie Mac: Mortgage Serious Delinquency rate below 2% in August, Lowest since January 2009
133. 2 OctPreview: Employment Report for September
134. 2 OctReis: Apartment Vacancy Rate increased in Q3 to 4.2%, First quarterly increase since 2009
135. 2 OctWeekly Initial Unemployment Claims decrease to 287,000
136. 2 OctThursday: Unemployment Claims, Q3 Apartment Vacancy Rate
137. 1 OctZillow: Case-Shiller House Price Index expected to slow further year-over-year in August
138. 1 OctU.S. Light Vehicle Sales decrease to 16.34 million annual rate in September
139. 1 OctReis: Office Vacancy Rate unchanged in Q3 at 16.8%
140. 1 OctConstruction Spending decreased 0.8% in August
141. 1 OctISM Manufacturing index declines to 56.6 in September
142. 1 OctADP: Private Employment increased 213,000 in September
143. 1 OctMBA: Mortgage Applications Decrease Slightly in Latest MBA Weekly Survey
144. 1 OctWednesday: Vehicle Sales, ISM Manufacturing, ADP Employment, Q3 Office Vacancies, Construction Spending

September 2014

1. 30 SepFannie Mae: Mortgage Serious Delinquency rate below 2% in August, Lowest since October 2008
2. 30 SepHouse Prices: Real Prices and Price-to-Rent Ratio decline in July
3. 30 SepA few comments on the Seasonal Pattern for House Prices
4. 30 SepCase-Shiller: National House Price Index increased 5.6% year-over-year in July
5. 30 SepTuesday: Case-Shiller House Prices, Chicago PMI
6. 29 SepBlack Knight (formerly LPS): House Price Index up 0.2% in July, Up 5.1% year-over-year
7. 29 SepPersonal Income increased 0.3% in August, Spending increased 0.5%
8. 29 SepDallas Fed: "Texas Manufacturing Strengthens" in September
9. 29 SepNAR: Pending Home Sales Index decreased 1.0% in August, down 2.2% year-over-year
10. 29 SepMonday: Personal Income and Outlays, Pending Home Sales
11. 28 SepQ3 Review: Ten Economic Questions for 2014
12. 27 SepSchedule for Week of September 28th
13. 27 SepUnofficial Problem Bank list declines to 432 Institutions
14. 26 SepTrivial: Bill Gross and Yoga in 2007
15. 26 SepMerrill and Nomura Forecasts for September Non-Farm Payrolls
16. 26 SepFinal September Consumer Sentiment at 84.6
17. 26 SepQ2 GDP Revised Up to 4.6% Annual Rate
18. 26 SepFriday: Revised Q2 GDP, Consumer Sentiment
19. 25 SepLawler on ACS: Sharp Slowdown in Household Growth in 2013 Mainly Attributable to Fewer Folks Living Alone, Big Increases in “Doubling (and more) Up
20. 25 SepVehicle Sales Forecasts: Over 16 Million SAAR again in September
21. 25 SepKansas City Fed: Regional Manufacturing "Activity Edged Higher" in September
22. 25 SepCoreLogic: "Nearly 950,000 homes returned to positive equity in the second quarter of 2014"
23. 25 SepWeekly Initial Unemployment Claims increase to 293,000
24. 25 SepBlack Knight: Mortgage Delinquencies increased in August
25. 25 SepThursday: Unemployment Claims, Durable Goods
26. 24 SepLawler on Homebuilder KB Home and New Home Sales Report
27. 24 SepComments on New Home Sales
28. 24 SepAIA: "Architecture Billings Index Exhibits Continued Strength" in August
29. 24 SepNew Home Sales increase to 504,000 Annual Rate in August, Highest Sales Rate since May 2008
30. 24 SepMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
31. 23 SepWednesday: New Home Sales
32. 23 SepATA Trucking Index increased 1.6% in August
33. 23 SepChemical Activity Barometer "Pace of Growth Slows for Leading Economic Indicator"
34. 23 SepRichmond Fed: "Manufacturing conditions strengthened in September"
35. 23 SepFHFA: House Prices increase 0.1% in July, Up 4.4% Year-over-year
36. 23 SepMortgage News Daily: Mortgage Rates at 4.22%, Down from 4.45% Last September
37. 22 SepLawler: Existing Home Sales Eased in August; NAR Bogusly Blames Monthly Dip on “Retreat” by “All Cash” Investors
38. 22 SepDOT: Vehicle Miles Driven increased 1.5% year-over-year in July
39. 22 SepA Few Comments on August Existing Home Sales
40. 22 SepExisting Home Sales in August: 5.05 million SAAR, Inventory up 4.5% Year-over-year
41. 22 SepChicago Fed: "Index shows economic growth decelerated in August"
42. 22 SepMonday: Existing Home Sales
43. 21 SepHotels: Occupancy up 4.5%, RevPAR up 11.8% Year-over-Year
44. 20 SepSchedule for Week of September 21st
45. 20 SepUnofficial Problem Bank list unchanged at 435 Institutions
46. 19 SepCoStar: Commercial Real Estate prices increased 11.9% year-over-year in July
47. 19 SepMortgage Equity Withdrawal Still Negative in Q2 2014
48. 19 SepBLS: State unemployment rates little changed in August
49. 19 SepFed's Q2 Flow of Funds: Household Net Worth at Record High
50. 18 SepLawler on 2013 ACS: Headship Rates, Homeownership Rates Fell Last Year
51. 18 SepA few comments on August Housing Starts
52. 18 SepEarlier: Philly Fed Manufacturing Survey at 22.5 in September
53. 18 SepEmployment: Preliminary annual benchmark revision shows upward adjustment of 7,000 jobs
54. 18 SepEarlier: Weekly Initial Unemployment Claims decrease to 280,000
55. 18 SepHousing Starts decrease to 956 Thousand Annual Rate in August
56. 18 SepThursday: Housing Starts, Unemployment Claims, Preliminary Employment Benchmark Revision, Scotland and More
57. 17 SepSacramento Housing in August: Total Sales down 13% Year-over-year, Equity Sales down 5%, Active Inventory increased 61%
58. 17 SepFOMC Projections and Press Conference
59. 17 SepFOMC Statement: More Tapering, "Considerable Time" before rate increase
60. 17 SepKey Measures Show Low Inflation in August
61. 17 SepNAHB: Builder Confidence increased to 59 in September, Highest since 2005
62. 17 SepEarly Look at 2015 Cost-Of-Living Adjustments and Maximum Contribution Base
63. 17 SepMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
64. 17 SepWednesday: FOMC Statement and Press Conference, CPI, Home Builder Confidence
65. 16 SepLawler: Table of Distressed Sales and Cash buyers for Selected Cities in August
66. 16 SepLawler: Early Read on Existing Home Sales in August
67. 16 SepCensus: Poverty Rate declined in 2013, Real Median Income increased slightly
68. 16 SepBLS: Producer Price Index unchanged in August
69. 15 SepLA area Port Traffic: Soft in August
70. 15 SepLas Vegas: Visitor Traffic on pace for record in 2014, Convention Attendance Returning
71. 15 SepGoldman's Hatzius: Expect "Considerable time" to remain in FOMC Statement this Meeting
72. 15 SepFed: Industrial Production decreased 0.1% in August
73. 15 SepNY Fed: Empire State Manufacturing Survey indicates "business activity expanded at a robust pace" in September
74. 15 SepSunday Night Futures
75. 14 SepFOMC Preview: More Tapering
76. 13 SepSchedule for Week of September 14th
77. 13 SepUnofficial Problem Bank list declines to 435 Institutions
78. 12 SepHousing: "Price cuts are back"
79. 12 SepA few Analysts comments on FOMC meeting next week
80. 12 SepPreliminary September Consumer Sentiment increases to 84.6
81. 12 SepRetail Sales increased 0.6% in August
82. 11 SepFriday: Retail Sales
83. 11 SepDataQuick: Home Sales slow in SoCal and Bay Area
84. 11 SepHotels: Occupancy up 4.5%, RevPAR up 10.6% Year-over-Year
85. 11 SepGoldman Sachs Revises Q2 GDP estimate to 4.7%
86. 11 SepWeekly Initial Unemployment Claims increase to 315,000
87. 10 SepThursday: Unemployment Claims, Quarterly Services Report
88. 10 SepVehicle Sales: Fleet Turnover Ratio
89. 10 SepFNC: Residential Property Values increased 7.4% year-over-year in July
90. 10 SepMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey, Refinance Activity Lowest since 2008
91. 10 SepUpdate: Framing Lumber Prices
92. 9 SepLas Vegas Real Estate in August: YoY Non-contingent Inventory up 39%, Distressed Sales and Cash Buying down YoY
93. 9 SepTrulia: Asking House Prices up 7.8% year-over-year in August
94. 9 SepBLS: Jobs Openings at 4.7 million in July, Up 22% Year-over-year
95. 9 SepNFIB: Small Business Optimism Index increases in August
96. 8 SepTuesday: Job Openings, Small Business Survey
97. 8 SepDuy on Fed's "considerable time" phrase
98. 8 SepPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
99. 8 SepPhoenix Real Estate in August: Sales down 9%, Cash Sales down Sharply, Inventory up 22%
100. 7 SepSunday Night Futures
101. 7 SepResearch: Much of Recent Decline in Labor Force Participation Rate due to "ongoing structural influences"
102. 6 SepUpdate: Prime Working-Age Population Growing Again
103. 6 SepSchedule for Week of September 7th
104. 6 SepUnofficial Problem Bank list declines to 437 Institutions
105. 5 SepLawler: Latest Release Shows Sizable Revisions in S&P/Case-Shiller “National” Home Price Index
106. 5 SepPayroll Employment: Best Years, Worst Month
107. 5 SepComments on Employment Report
108. 5 SepAugust Employment Report: 142,000 Jobs, 6.1% Unemployment Rate
109. 5 SepFriday: Jobs, Jobs, Jobs
110. 4 SepPreview: Employment Report for August
111. 4 SepTrade Deficit decreased in July to $40.5 Billion
112. 4 SepISM Non-Manufacturing Index increased to 59.6% in August
113. 4 SepWeekly Initial Unemployment Claims increase to 302,000
114. 4 SepADP: Private Employment increased 204,000 in August
115. 4 SepThursday: ECB's Draghi, ADP Employment, Unemployment Claims, Trade Deficit, ISM Non-Manufacturing
116. 3 SepLawler on Toll Brothers: Net Home Orders Down, Price Gains Slow; Some “Lessening” in Pricing Power
117. 3 SepU.S. Light Vehicle Sales increase to 17.45 million annual rate in August, Highest since Jan 2006
118. 3 SepFed's Beige Book: Economic Activity Expanded, No "distinct shift in the overall pace of growth"
119. 3 SepEarly: August Vehicle Sales may be over 17 Million SAAR, Highest Sales Rate since July 2006
120. 3 SepMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
121. 2 SepWednesday: Auto Sales, Fed's Beige Book
122. 2 SepCoreLogic: House Prices up 7.4% Year-over-year in July
123. 2 SepConstruction Spending increased 1.8% in July
124. 2 SepISM Manufacturing index increases to 59.0 in August
125. 2 SepBlack Knight releases Mortgage Monitor for July
126. 1 SepState and Local Governments: Contributions to GDP and Employment
127. 1 SepMortgage Rates: A Long Way to Fall for a Significant Increase in Refinance Activity

August 2014

1. 31 AugRestaurant Performance Index declined in July
2. 30 AugSchedule for Week of August 31st
3. 30 AugUnofficial Problem Bank list declines to 439 Institutions
4. 30 AugMerrill and Goldman Forecasts for August Non-Farm Payrolls
5. 29 AugFannie Mae: Mortgage Serious Delinquency rate declined to 2.0% in July, Lowest since October 2008
6. 29 AugHotels: Occupancy up 5%, RevPAR up 11.0% Year-over-Year
7. 29 AugAugust Consumer Sentiment increases to 82.5
8. 29 AugPersonal Income increased 0.2% in July, Spending decreased 0.1%
9. 28 AugFriday: Personal Income and Outlays, Chicago PMI, Consumer Sentiment
10. 28 AugRegional Manufacturing Surveys suggest Solid August ISM index
11. 28 AugFDIC: Earnings increased for insured institutions, Fewer Problem banks, Residential REO Declines in Q2
12. 28 AugNAR: Pending Home Sales Index increased 3.3% in July, down 2.1% year-over-year
13. 28 AugWeekly Initial Unemployment Claims decrease to 298,000
14. 27 AugA comment from Tom Lawler on Household Estimates; Thursday: Unemployment Claims, Q2 GDP (2nd estimate), Pending Home Sales
15. 27 AugAverage 30 Year Fixed Mortgage Rates decline to 4.11%, No "Refi Boom" in Sight
16. 27 AugFreddie Mac: Mortgage Serious Delinquency rate declined in July, Lowest since January 2009
17. 27 AugCBO Projection: Budget Deficits in Future Years to be Smaller than Previous Forecast
18. 27 AugMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
19. 27 AugZillow: Case-Shiller House Price Index expected to slow further year-over-year in July
20. 26 AugA few comments on the Seasonal Pattern for House Prices
21. 26 AugZillow: Negative Equity declines further in Q2 2014
22. 26 AugHouse Prices: Better Seasonal Adjustment; Real Prices and Price-to-Rent Ratio Decline in June
23. 26 AugCase-Shiller: Comp 20 House Prices increased 8.1% year-over-year in June
24. 26 AugBlack Knight: Mortgage Loans in Foreclosure Process Lowest since March 2008
25. 26 AugTuesday: Durable Goods, Case-Shiller & FHFA House Prices, Richmond Fed Mfg Survey
26. 25 AugNew Home Prices: 43% of Home over $300K, 8% under $150K
27. 25 AugComments on New Home Sales
28. 25 AugNew Home Sales at 412,000 Annual Rate in July
29. 25 AugBlack Knight (formerly LPS): House Price Index up 0.8% in June, Up 5.5% year-over-year
30. 25 AugChicago Fed: "Index shows economic growth picked up in July"
31. 25 AugSunday: No Futures for You!
32. 24 AugVehicle Sales Forecasts: Over 16 Million SAAR again in August
33. 24 AugThe recovery in U.S. Heavy Truck Sales
34. 23 AugSchedule for Week of August 24th
35. 23 AugUnofficial Problem Bank list declines to 445 Institutions
36. 22 AugECB's Draghi: Unemployment in the euro area
37. 22 AugATA Trucking Index increased 1.3% in July
38. 22 AugDOT: Vehicle Miles Driven increased 0.9% year-over-year in May
39. 22 AugFed Chair Yellen: Unemployment Rate "somewhat overstates" Improvement in Labor Market
40. 21 AugLawler: Fannie Survey on How Lenders “Adapt” to ATR/QM
41. 21 AugA Few Comments on Existing Home Sales
42. 21 AugPhilly Fed Manufacturing Survey increases to 28 in August, Highest since March 2011
43. 21 AugExisting Home Sales in July: 5.15 million SAAR, Inventory up 5.8% Year-over-year
44. 21 AugWeekly Initial Unemployment Claims decrease to 298,000
45. 21 AugThursday: Existing Home Sales, Philly Fed Mfg Survey, Unemployment Claims
46. 20 AugLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in July
47. 20 AugFOMC Minutes: Most Participants will wait for more data
48. 20 AugAIA: Architecture Billings Index increased in July, "Highest Mark Since 2007"
49. 20 AugMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
50. 20 AugWednesday: FOMC Minutes
51. 19 AugEarly Look at 2015 Cost-Of-Living Adjustments and Maximum Contribution Base
52. 19 AugKey Measures Show Low Inflation in July
53. 19 AugA few comments on July Housing Starts
54. 19 AugHousing Starts increase to 1.093 million Annual Rate in July
55. 19 AugTuesday: Housing Starts, CPI
56. 18 AugCoStar: Commercial Real Estate prices increased 10% year-over-year in June
57. 18 AugLA area Port Traffic: A little soft due to strike in July
58. 18 AugBLS: State unemployment rates little changed in July
59. 18 AugNAHB: Builder Confidence increased to 55 in August, Highest since January
60. 18 AugSunday Night Futures
61. 17 AugDemolition as Stimulus
62. 16 AugSchedule for Week of August 17th
63. 16 AugUnofficial Problem Bank list declines to 447 Institutions
64. 15 AugLawler: Table of Distressed Sales and Cash buyers for Selected Cities in July
65. 15 AugLawler: Early Read on Existing Home Sales in July
66. 15 AugPreliminary August Consumer Sentiment decreases to 79.2
67. 15 AugFed: Industrial Production increased 0.4% in July
68. 15 AugNY Fed: Empire State Manufacturing Survey indicates "business conditions continued to improve" in August
69. 15 AugFriday: Industrial Production, NY Fed Mfg Survey, PPI, Consumer Sentiment
70. 14 AugRepeat: U.S. Population by Age and Distribution, 1900 through 2060
71. 14 AugDataQuick on California Bay Area: July Home Sales down 9% Year-over-year, Distressed Sales and Investor Buying declines
72. 14 AugNY Fed: Household Debt decreased Slightly in Q2 2014, Delinquency Rates Lowest Since Q3 2007
73. 14 AugWeekly Initial Unemployment Claims increase to 311,000
74. 13 AugThursday: Unemployment Claims, NY Fed Q2 Household Debt and Credit Report
75. 13 AugDataQuick on SoCal: July Home Sales down 12% Year-over-year, Distressed Sales and Investor Buying Declines Further
76. 13 AugFlashback to August 2011 and 2013 (And a hint for 2015)
77. 13 AugRetail Sales unchanged in July
78. 13 AugMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
79. 13 AugWednesday: Retail Sales
80. 12 AugEIA Forecast: Gasoline Prices expected to decline to $3.30 per gallon in December
81. 12 AugTreasury: Budget Deficit declined in July 2014 compared to July 2013
82. 12 AugBLS: Jobs Openings increased to 4.7 million in June, Highest since 2001
83. 12 AugNFIB: Small Business Optimism Index increases in July
84. 12 AugTuesday: Job Openings
85. 11 AugWeekly Update: Housing Tracker Existing Home Inventory up 13.3% YoY on Aug 11th
86. 11 AugKolko: "Let’s Improve, Not Ignore, Seasonal Adjustment of Housing Data"
87. 11 AugFNC: Residential Property Values increased 8.0% year-over-year in June
88. 11 AugFed's Fischer: "The Great Recession--Moving Ahead"
89. 10 AugSunday Night Futures
90. 10 AugUpdate: Framing Lumber Prices
91. 9 AugSchedule for Week of August 10th
92. 9 AugUnofficial Problem Bank list declines to 449 Institutions
93. 8 AugSacramento Housing in July: Total Sales down 4.5% Year-over-year, Equity Sales up 9%, Active Inventory increased 68%
94. 8 AugLawler: Fannie, Freddie in Q2
95. 8 AugFannie and Freddie Results in Q2: REO inventory declines, "modest increase in REO prices"
96. 8 AugLas Vegas Real Estate in July: YoY Non-contingent Inventory up 55%, Distressed Sales and Cash Buying down YoY
97. 7 AugComments on Q2 National Delinquency Survey: About 2 Years until Normal Levels
98. 7 AugHotels: Occupancy up 4.5%, RevPAR up 11.0% Year-over-Year
99. 7 AugNAHB: Builder Confidence improves for the 55+ Housing Market in Q2
100. 7 AugTrulia: Asking House Prices up 7.8% year-over-year in July
101. 7 AugMBA: Delinquency and Foreclosure Rates Decrease in Second Quarter
102. 7 AugWeekly Initial Unemployment Claims decline to 289,000, 4-Week Average Lowest since February 2006
103. 6 AugThursday: Unemployment Claims
104. 6 AugPayroll Employment and Seasonal Factors
105. 6 AugU.S. Births increased in 2013 after Declining for Five Consecutive Years
106. 6 AugTrade Deficit decreased in June to $41.5 Billion
107. 6 AugMBA: Mortgage Refinance Applications Increase in Latest MBA Weekly Survey
108. 6 AugWednesday: Trade Deficit
109. 5 AugPhoenix Real Estate in July: Sales down 17%, Cash Sales down Sharply, Inventory up 35%
110. 5 AugQ2 2014 GDP Details on Residential and Commercial Real Estate
111. 5 AugISM Non-Manufacturing Index increased to 58.7%
112. 5 AugCoreLogic: House Prices up 7.5% Year-over-year in June
113. 5 AugTuesday: ISM non-Manufacturing
114. 4 AugWeekly Update: Housing Tracker Existing Home Inventory up 13.6% YoY on Aug 4th
115. 4 AugFed Survey: Banks eased lending standards, "broad-based pickup in loan demand"
116. 4 AugGoldman Sachs' Hui on House Price Seasonal Adjustments
117. 4 AugBlack Knight releases Mortgage Monitor for June
118. 4 AugSunday Night Futures
119. 3 AugDemographics: Prime Working-Age Population Growing Again
120. 3 AugPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
121. 2 AugSchedule for Week of August 3rd
122. 2 AugUnofficial Problem Bank list declines to 451 Institutions
123. 2 AugLawler: More Builder Results and Summary Table
124. 1 AugU.S. Light Vehicle Sales decline to 16.4 million annual rate in July
125. 1 AugConstruction Spending decreased in June
126. 1 AugComments on Employment Report
127. 1 AugISM Manufacturing index increased in July to 57.1
128. 1 AugFinal July Consumer Sentiment at 81.8
129. 1 AugJuly Employment Report: 209,000 Jobs, 6.2% Unemployment Rate
130. 1 AugFriday: Jobs, Autos, ISM Manufacturing and More

July 2014

1. 31 JulFannie Mae: Mortgage Serious Delinquency rate declined in June, Lowest since October 2008
2. 31 JulPreview: Employment Report for July
3. 31 JulRestaurant Performance Index declined in June
4. 31 JulChicago PMI declines to 52.6
5. 31 JulWeekly Initial Unemployment Claims at 302,000, 4-Week Average Lowest since April 2006
6. 30 JulThursday: Unemployment Claims, Chicago PMI
7. 30 JulQ2 GDP: Investment Contributions
8. 30 JulFOMC Statement: More Tapering
9. 30 JulGDP: A Few Graphs
10. 30 JulBEA: Real GDP increased at 4.0% Annualized Rate in Q2
11. 30 JulADP: Private Employment increased 218,000 in July
12. 30 JulMBA: Mortgage Purchase Applications Increase Slightly in Latest MBA Weekly Survey
13. 30 JulWednesday: Q2 GDP, FOMC Statement, ADP Employment
14. 30 JulZillow: Case-Shiller House Price Index expected to slow further year-over-year in June
15. 29 JulA few comments on the Seasonal Pattern for House Prices
16. 29 JulHouse Prices: Real Prices and Price-to-Rent Ratio decline in May
17. 29 JulHVS: Q2 2014 Homeownership and Vacancy Rates
18. 29 JulCase-Shiller: Comp 20 House Prices increased 9.3% year-over-year in May
19. 28 JulTuesday: Case-Shiller
20. 28 JulWeekly Update: Housing Tracker Existing Home Inventory up 15.6% YoY on July 28th
21. 28 JulFreddie Mac: Mortgage Serious Delinquency rate declined in June, Lowest since January 2009
22. 28 JulDallas Fed: Manufacturing "Activity Picks up Pace Again" in July
23. 28 JulNAR: Pending Home Sales Index decreased 1.1% in June, down 7.3% year-over-year
24. 28 JulBlack Knight (formerly LPS): House Price Index up 0.9% in May, Up 5.9% year-over-year
25. 28 JulMonday: Pending Home Sales, Dallas Fed Mfg Survey
26. 27 JulFOMC Preview: More Tapering
27. 26 JulSchedule for Week of July 27th
28. 26 JulUnofficial Problem Bank list declines to 452 Institutions
29. 25 JulBank Failure Friday: Greenchoice Bank, Chicago, Illinois,14th Failure of 2014
30. 25 JulVehicle Sales Forecasts: Over 16 Million SAAR again in July
31. 25 JulHotels: Record High Occupancy Rate for Week Ending July 19th
32. 25 JulChemical Activity Barometer "retains strong year-over-year growth; shows short-term tightening"
33. 25 JulLawler: Various Builder Results: Horton Home Orders, Market Share Jumps on Increased Sales Incentives; Orders “Lackluster” at Other Builders
34. 24 JulNMHC Survey: Apartment Market Conditions Tighter in Q2 2014
35. 24 JulComments on the New Home Sales report
36. 24 JulKansas City Fed: Regional Manufacturing "Activity Edged Higher" in July
37. 24 JulNew Home Sales decrease to 406,000 Annual Rate in June
38. 24 JulWeekly Initial Unemployment Claims decrease to 284,000, 4-Week Average Lowest since May 2007
39. 24 JulThursday: New Home Sales, Unemployment Claims and More
40. 23 JulInflation: Another "False Alarm"?
41. 23 JulHousing Inventory: NAR and Housing Tracker
42. 23 JulAIA: Architecture Billings Index increased in June
43. 23 JulBlack Knight: Mortgage Loans in Foreclosure Process Lowest since May 2008
44. 23 JulMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
45. 23 JulWednesday: Architecture Billings Index, Mortgage Applications
46. 22 JulFirst Look at 2015 Cost-Of-Living Adjustments and Maximum Contribution Base
47. 22 JulA Few Comments on Existing Home Sales
48. 22 JulKey Measures Show Inflation mostly at or below Fed's Target in June
49. 22 JulExisting Home Sales in June: 5.04 million SAAR, Inventory up 6.5% Year-over-year
50. 22 JulCPI increases 0.3% in June, Core CPI 0.1%
51. 22 JulTuesday: CPI, Existing Home Sales, Richmond Fed Mfg Survey
52. 21 JulLawler: NVR: Net Home Orders Up Slightly in Q2, Little Changed YTD; Sales Per Community Down; Prices Flat on Quarter
53. 21 JulTanta: What Is "Subprime"?
54. 21 JulWeekly Update: Housing Tracker Existing Home Inventory up 15.0% YoY on July 21st
55. 21 JulChicago Fed: "Index shows economic growth decelerated slightly in June"
56. 21 JulSunday Night Futures
57. 20 JulCoStar: Commercial Real Estate prices increased more than 11% year-over-year in May
58. 19 JulSchedule for Week of July 20th
59. 19 JulUnofficial Problem Bank list declines to 463 Institutions
60. 18 JulBank Failure #13 in 2014: Eastside Commercial Bank, Conyers, Georgia
61. 18 JulThe Recovery for U.S. Heavy Truck Sales
62. 18 JulBLS: No State with Unemployment Rate at or above 8% in June, First Time since mid-2008
63. 18 JulPreliminary July Consumer Sentiment decreases to 81.3
64. 18 JulDataQuick: "California Foreclosure Starts Lowest Since 2005"
65. 17 JulLA area Port Traffic: Imports increasing
66. 17 JulA few comments on June Housing Starts
67. 17 JulPhilly Fed Manufacturing Survey highest since March 2011
68. 17 JulWeekly Initial Unemployment Claims decrease to 302,000, 4-Week Average Lowest since June 2007
69. 17 JulHousing Starts decline to 893 thousand Annual Rate in June
70. 17 JulThursday: Housing Starts, Unemployment Claims, Philly Fed Mfg Survey
71. 16 JulDataQuick on California Bay Area: June Home Sales up 0.2% Year-over-year
72. 16 JulFed's Beige Book: Residential construction activity "generally increased"
73. 16 JulDataQuick on SoCal: June Home Sales down 4% Year-over-year, Non-Distressed sales up Year-over-year
74. 16 JulNAHB: Builder Confidence increased to 53 in July, Highest in Six Months
75. 16 JulFed: Industrial Production increased 0.2% in June
76. 16 JulMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
77. 16 JulWednesday: Yellen, Industrial Production, PPI, Beige Book, Homebuilder Survey
78. 15 JulEarlier: Empire State Manufacturing Survey at 4 Year High in July
79. 15 JulYellen: Semiannual Monetary Policy Report to the Congress
80. 15 JulRetail Sales increased 0.2% in June
81. 15 JulTuesday: Yellen, Retail Sales, NY Fed Mfg Survey
82. 14 JulWeekly Update: Housing Tracker Existing Home Inventory up 13.1% YoY on July 14th
83. 14 JulCNBC's Liesman to Santelli: "It is impossible for you to have been more wrong"
84. 14 JulUpdate: The California Budget Surplus
85. 14 JulSunday Night Futures
86. 13 JulExisting Home Sales: Lawler vs. the Consensus
87. 12 JulSchedule for Week of July 13th
88. 12 JulUnofficial Problem Bank list unchanged at 465 Institutions
89. 12 JulLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in June
90. 11 JulLawler: Early Read on Existing Home Sales in June
91. 11 JulHouse Prices to National Average Wage Index
92. 11 JulUpdate: Framing Lumber Prices
93. 11 JulNew Tool from Atlanta Fed: GDPNow
94. 11 JulHotels: Occupancy Rate up 4.4%, RevPAR up 9.0% in Latest Survey
95. 10 JulFed Vice Chairman Stanley Fischer: Financial Sector Reform: How Far Are We?
96. 10 JulSacramento Housing in June: Total Sales down 4% Year-over-year, Equity Sales up 13%, Active Inventory increases 91%
97. 10 JulFNC: Residential Property Values increased 8.2% year-over-year in May
98. 10 JulTrulia: Asking House Prices up 8.1% year-over-year in June
99. 10 JulWeekly Initial Unemployment Claims decrease to 304,000
100. 10 JulThursday: Unemployment Claims
101. 9 JulPhoenix Real Estate in June: Sales down 11%, Cash Sales down Sharply, Inventory up 43%
102. 9 JulFOMC Minutes: QE3 Expected to End in October
103. 9 JulGoldman Sachs: Funding for Highway Construction Appears Likely
104. 9 JulMBA: Mortgage Applications Increase in Latest MBA Weekly Survey
105. 9 JulWednesday: FOMC Minutes
106. 8 JulKolko: "Basement-Dwelling Millennials Are For Real"
107. 8 JulLas Vegas Real Estate in June: YoY Non-contingent Inventory up 86%, Distressed Sales and Cash Buying down YoY
108. 8 JulBLS: Jobs Openings increase to 4.6 million in May
109. 8 JulNFIB; Small business optimism declines in June
110. 8 JulTuesday: Job Openings, Small Business Survey
111. 7 JulWeekly Update: Housing Tracker Existing Home Inventory up 13.6% YoY on July 7th
112. 7 JulDuy: "Inflation Hysteria Redux"
113. 7 JulDemographics and Behavior
114. 7 JulDorms as "Parents' Home": The long term trends for higher enrollment
115. 6 JulSunday Night Futures
116. 6 JulIs Inflation Coming?
117. 6 JulMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
118. 5 JulUnofficial Problem Bank list declines to 465 Institutions
119. 5 JulSchedule for Week of July 6th
120. 5 JulThe Kids are Alright: Living in Dorms counted as Living in Parents' Home
121. 4 JulPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
122. 4 JulMid-Year Review: Ten Economic Questions for 2014
123. 4 JulCorrecting WSJ Graph Error on Wages
124. 3 JulBlack Knight releases Mortgage Monitor for May
125. 3 JulTrade Deficit decreased in May to $44.4 Billion
126. 3 JulReis: Strip Mall Vacancy Rate declined slightly in Q2, Regional Malls Unchanged
127. 3 JulComments on Employment Report
128. 3 JulISM Non-Manufacturing Index declines to 56.0%
129. 3 JulJune Employment Report: 288,000 Jobs, 6.1% Unemployment Rate
130. 2 JulThursday: Employment Report, Trade Deficit, Unemployment Claims, ISM Service
131. 2 JulPreview: Employment Report for June
132. 2 JulFed Chair Yellen: "Pockets of increased risk-taking"
133. 2 JulReis: Apartment Vacancy Rate unchanged in Q2 2014 at 4.1%
134. 2 JulADP: Private Employment increased 281,000 in June
135. 2 JulMBA: Mortgage Applications Decrease Slightly in Latest MBA Weekly Survey
136. 1 JulWednesday: ADP Employment, Yellen
137. 1 JulU.S. Light Vehicle Sales increase to 16.9 million annual rate in June, Highest since July 2006
138. 1 JulThe Slow Down in the House Price Indexes
139. 1 JulConstruction Spending increased slightly in May
140. 1 JulISM Manufacturing index declined slightly in June to 55.3
141. 1 JulCoreLogic: House Prices up 8.8% Year-over-year in May
142. 1 JulReis: Office Vacancy Rate unchanged in Q2 at 16.8%
143. 1 JulTuesday: ISM Mfg Survey, Vehicle Sales, Construction Spending

June 2014

1. 30 JunWeekly Update: Housing Tracker Existing Home Inventory up 14.0% YoY on June 30th, Above June 30, 2012 Level
2. 30 JunFannie Mae: Mortgage Serious Delinquency rate declined in May, Lowest since October 2008
3. 30 JunSchedule Update: Reis Office, Aparment and Mall Surveys to be released this week
4. 30 JunDallas Fed: Manufacturing Activty Increases "Picks Up Pace" in June
5. 30 JunNAR: Pending Home Sales Index increased 6.1% in May, down 5.2% year-over-year
6. 30 JunMonday: Chicago PMI, Pending Home Sales
7. 29 JunDemographics: Prime and Near-Prime Population and Labor Force
8. 28 JunSchedule for Week of June 29th
9. 28 JunUnofficial Problem Bank list declines to 468 Institutions, Q2 2014 Transition Matrix
10. 27 JunBank Failure #12 in 2014: The Freedom State Bank, Freedom, Oklahoma
11. 27 JunLawler on Homebuilders Lennar and KB Home
12. 27 JunChemical Activity Barometer for June Suggests "continued growth"
13. 27 JunVehicle Sales Forecasts: Over 16 Million SAAR again in June
14. 27 JunFinal June Consumer Sentiment increases to 82.5
15. 27 JunZillow: Case-Shiller House Price Index expected to slow further year-over-year in May
16. 26 JunFreddie Mac: Mortgage Serious Delinquency rate declined in May, Lowest since January 2009
17. 26 JunCensus Bureau: Largest 5-year Population Cohort is now the "20 to 24" Age Group
18. 26 JunThe Future is still Bright!
19. 26 JunKansas City Fed: Regional Manufacturing "Activity Slowed Somewhat" in June
20. 26 JunPersonal Income increased 0.4% in May, Spending increased 0.2%
21. 26 JunWeekly Initial Unemployment Claims decrease to 312,000
22. 26 JunThursday: May Personal Income and Outlays, Weekly Unemployment Claims
23. 25 JunMerrill Lynch on Q1 GDP Revision
24. 25 JunDOT: Vehicle Miles Driven increased 1.8% year-over-year in April
25. 25 JunQ1 GDP Revised Down to -2.9% Annual Rate
26. 25 JunMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
27. 25 JunWednesday: Ugly 3rd Estimate of Q1 GDP, Durable Goods
28. 24 JunHouse Prices: Real Prices and Price-to-Rent Ratio decline slightly in April
29. 24 JunComments on Housing and the New Home Sales report
30. 24 JunNew Home Sales increase sharply to 504,000 Annual Rate in May
31. 24 JunCase-Shiller: Comp 20 House Prices increased 10.8% year-over-year in April
32. 24 JunBlack Knight: Mortgage Loans in Foreclosure Process Lowest since July 2008
33. 24 JunTuesday: New Home Sales, Case-Shiller House Prices
34. 23 JunFed's Mike Bryan: "Torturing CPI Data until They Confess"
35. 23 JunWeekly Update: Housing Tracker Existing Home Inventory up 13.6% year-over-year on June 23rd
36. 23 JunBlack Knight (formerly LPS): House Price Index up 0.9% in April, Up 6.4% year-over-year
37. 23 JunComments on Existing Home Sales
38. 23 JunExisting Home Sales in May: 4.89 million SAAR, Inventory up 6.0% Year-over-year
39. 23 JunChicago Fed: "Economic growth picked up in May"
40. 23 JunMonday: Existing Home Sales
41. 22 Jun"3 reasons Iraq conflict isn't driving up gas prices (yet)"
42. 21 JunSchedule for Week of June 22nd
43. 21 JunUnofficial Problem Bank list declines to 488 Institutions
44. 20 JunBank Failures #10 & 11 in 2014: Two Valley Banks
45. 20 JunMortgage News Daily: Mortgage Rates Down Year-over-year on June 20th
46. 20 JunFed: Q1 Household Debt Service Ratio at Record Low
47. 20 JunBLS: Rhode Island only State with Unemployment Rate above 8% in May
48. 19 JunMerrill Lynch: Inflation: bump up or bust out?
49. 19 JunFreddie Mac: "Fixed Mortgage Rates Down Slightly"
50. 19 JunPhilly Fed Manufacturing Survey suggests Solid Expansion in June
51. 19 JunWeekly Initial Unemployment Claims decrease to 312,000
52. 19 JunThursday: Unemployment Claims, Philly Fed Mfg Survey
53. 18 JunLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in May
54. 18 JunLawler: Early Look at Existing Home Sales in May
55. 18 JunFOMC Projections and Press Conference
56. 18 JunFOMC Statement: More Tapering
57. 18 JunAIA: Architecture Billings Index increased in May
58. 18 JunMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
59. 17 JunWednesday: Fed Day
60. 17 JunLA area Port Traffic: Imports increasing
61. 17 JunA few comments on Housing Starts
62. 17 JunKey Inflation Measures Show Increase, Year-over-year still mostly below the Fed Target in May
63. 17 JunHousing Starts at 1.001 Million Annual Rate in May
64. 16 JunTuesday: Housing Starts, CPI
65. 16 JunWeekly Update: Housing Tracker Existing Home Inventory up 13.7% year-over-year on June 16th
66. 16 JunWall Street and A Dirty Little Secret
67. 16 JunNAHB: Builder Confidence increased to 49 in June
68. 16 JunFed: Industrial Production increased 0.6% in May
69. 15 JunMonday: Industrial Production, Empire State Mfg Survey
70. 15 JunFOMC Preview: More Tapering
71. 14 JunSchedule for Week of June 15th
72. 14 JunUnofficial Problem Bank list declines to 494 Institutions
73. 14 JunLas Vegas: Visitor Traffic on pace for record in 2014, Convention Attendance still Low
74. 13 JunLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in May
75. 13 JunAnalysts on FOMC meeting next week
76. 13 JunPreliminary June Consumer Sentiment decreases to 81.2
77. 12 JunSacramento Housing in May: Total Sales down 11% Year-over-year, Equity Sales up 8%, Active Inventory increases 84%
78. 12 JunDataQuick on California Bay Area: May Home Sales down 7.5% Year-over-year, Non-Distressed sales up slightly Year-over-year
79. 12 JunHotels: Occupancy Rate up 3.1%, RevPAR up 7.4% in Latest Survey
80. 12 JunRetail Sales increased 0.3% in May
81. 12 JunWeekly Initial Unemployment Claims increase to 317,000
82. 11 JunThursday: Retail Sales, Unemployment Claims
83. 11 JunDataQuick on SoCal: May Home Sales down 15% Year-over-year, Non-Distressed sales up Year-over-year
84. 11 JunTreasury: Budget Deficit declined in May 2014 compared to May 2013
85. 11 JunWill Congress "Pay the Bills" in 2015?
86. 11 JunMBA:"Strong Growth in Mortgage Application Volume Following Memorial Day Holiday"
87. 10 JunUpdate: Will Mortgage Rates be down year-over-year in late June?
88. 10 JunLas Vegas Real Estate in May: Year-over-year Non-contingent Inventory Doubles, Distressed Sales and Cash Buying down sharply
89. 10 JunFNC: Residential Property Values increased 8.4% year-over-year in April
90. 10 JunBLS: Jobs Openings increase sharply to 4.5 million in April
91. 10 JunNFIB: Small Business Optimism Index increases in May, Highest since 2007
92. 10 JunTuesday: Job Openings, Small Business Optimism
93. 9 JunWeekly Update: Housing Tracker Existing Home Inventory up 10.9% year-over-year on June 9th
94. 9 JunLawler on Hovnanian: Home Sales Soft without “Big Deals”
95. 9 JunPhoenix Real Estate in May: Sales down 21%, Cash Sales down 40%, Inventory up 47%
96. 9 JunUpdate: 41-Year-Olds and the Labor Force Participation Rate
97. 9 JunSunday Night Futures
98. 8 Jun41-Year-Olds and the Labor Force Participation Rate
99. 7 JunSchedule for Week of June 8th
100. 7 JunUnofficial Problem Bank list declines to 495 Institutions
101. 6 JunLarry Summers on "House of Debt"
102. 6 JunPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
103. 6 JunEmployment Recovery: Great Recession, Great Depression, and other Financial Crises
104. 6 JunComment: U.S. Employment at All Time High
105. 6 JunMay Employment Report: 217,000 Jobs, 6.3% Unemployment Rate
106. 6 JunFriday: Jobs, Jobs, Jobs
107. 5 JunMortgage Equity Withdrawal Still Negative in Q1 2014
108. 5 JunEmployment Report Preview for May
109. 5 JunTrulia: Asking House Prices up 8.0% year-over-year in May, "slowest rate in 13 months"
110. 5 JunFed's Q1 Flow of Funds: Household Net Worth at Record High
111. 5 JunCoreLogic: Year Over Year, the Negative Equity Share Has Declined by 3.5 Million Properties
112. 5 JunWeekly Initial Unemployment Claims increase to 312,000
113. 4 JunThursday: ECB, Unemployment Claims, Flow of Funds
114. 4 JunFed's Beige Book: Non-residential construction activity picking up, Residential is Mixed
115. 4 JunISM Non-Manufacturing Index increased in May to 56.3
116. 4 JunTrade Deficit increased in April to $47.2 Billion
117. 4 JunADP: Private Employment increased 179,000 in May
118. 4 JunMBA: Mortgage Applications Decrease in Latest Survey, Mortgage Rates "lowest levels in close to a year"
119. 3 JunWednesday: ADP Employment, Trade Deficit, ISM Service, Beige Book
120. 3 JunU.S. Light Vehicle Sales increase to 16.7 million annual rate in May, Highest Rate since 2007
121. 3 JunVehicle Sales in May: Solid Early Reports
122. 3 JunCoreLogic: House Prices up 10.5% Year-over-year in April
123. 3 JunTuesday: Vehicle Sales
124. 2 JunWeekly Update: Housing Tracker Existing Home Inventory up 10.5% year-over-year on June 2nd
125. 2 JunISM Correction: ISM Manufacturing index increased in May to 55.4
126. 2 JunConstruction Spending increased 0.2% in April
127. 2 JunISM Manufacturing index (ISM Correction)
128. 2 JunMortgage Monitor: "Nearly 2 million modified mortgages face interest rate resets"
129. 2 JunMonday: ISM Manufacturing Survey, Construction Spending
130. 1 JunRestaurant Performance Index increases in April, Strongest since May 2013

May 2014

1. 31 MayUnofficial Problem Bank list declines to 496 Institutions
2. 31 MaySchedule for Week of June 1st
3. 30 MayBank Failure #9 in 2014: Slavie Federal Savings Bank, Bel Air, Maryland
4. 30 MayFannie Mae and Freddie Mac: Mortgage Serious Delinquency rate declined in April
5. 30 MayLawler on Toll Brothers: Net Signed Contracts “Flat” vs. Year Ago; Prices Up But Gains Slow; Demand over Past Year “Relatively Flat”
6. 30 MayHeadline for Next Friday: "U.S. Employment at All Time High"
7. 30 MayFinal May Consumer Sentiment at 81.9, Chicago PMI increases to 65.5
8. 30 MayPersonal Income increased 0.3% in April, Spending decreased 0.1%
9. 30 MayFriday: Personal Income and Outlays, Chicago PMI, Consumer Sentiment
10. 29 MayA comment on GDP Revisions: No Worries
11. 29 MayNAR: Pending Home Sales Index increases 0.4% in April, down 9.2% year-over-year
12. 29 MayQ1 GDP Revised Down to -1.0% Annual Rate, Weekly Initial Unemployment Claims decrease to 300,000
13. 28 MayThursday: Q1 GDP Revision, Unemployment Claims, Pending Home Sales
14. 28 MayAverage 30 Year Fixed Mortgage Rates decline to 4.08%
15. 28 MayZillow: Case-Shiller House Price Index expected to slow slightly year-over-year in April
16. 28 MayMBA: "Mortgage Applications Decrease Slightly in Latest MBA Weekly Survey"
17. 27 MayATA Trucking Index increased in April
18. 27 MayWeekly Update: Housing Tracker Existing Home Inventory up 8.3% year-over-year on May 26th
19. 27 MayComment on House Prices: Real Prices, Price-to-Rent Ratio
20. 27 MayRichmond and Dallas Fed: Manufacturing Actiivty Increases "Mildly"
21. 27 MayCase-Shiller: Comp 20 House Prices increased 12.4% year-over-year in March
22. 26 MayTuesday: Durable Goods, Case-Shiller House Prices, Richmond and Dallas Fed Mfg Surveys
23. 26 MayEmployment Graph Fail!
24. 25 MayVehicle Sales Forecasts: Over 16 Million SAAR in May
25. 25 MayUnofficial Problem Bank list declines to 499 Institutions
26. 24 MayDOT: Vehicle Miles Driven increased 0.2% year-over-year in March
27. 24 MaySchedule for Week of May 25th
28. 24 MayGoldman's Hatzius: Rationale for Economic Acceleration Is Intact
29. 23 MayBank Failure #8 of 2014: Columbia Savings Bank, Cincinnati, Ohio
30. 23 MayNew Home Prices: Almost 45% of Home over $300K, Less than 5% under $150K
31. 23 MayComments on the New Home Sales report
32. 23 MayNew Home Sales increase to 433,000 Annual Rate in April
33. 23 MayFriday: New Home Sales
34. 22 MayLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in April
35. 22 MayHotels: Occupancy Rate up 4.6%, RevPAR up 9.6% in Latest Survey
36. 22 May"Employment Scars of the Housing Bust"
37. 22 MayFreddie Mac: "Fixed Mortgage Rates Near Seven Month Low"
38. 22 MayExisting Home Sales in April: 4.65 million SAAR, Inventory up 6.5% Year-over-year
39. 22 MayWeekly Initial Unemployment Claims increase to 326,000
40. 22 MayBlack Knight: Mortgage Loans in Foreclosure Process Lowest since September 2008
41. 21 MayThursday: Existing Home Sales, Unemployment Claims
42. 21 MayLawler: Negative Equity Quiz
43. 21 MayFOMC Minutes: Monetary Policy Normalization Discussion
44. 21 MayAIA: "Contraction in Architecture Billings Index Continues"
45. 21 MayMBA: Mortgage Refinance Activity increases as Mortgage Rates Decline
46. 20 MayWednesday: FOMC Minutes, Architecture Billings Index
47. 20 MayApartments: Supply and Demand
48. 20 MayFed's Dudley: Expect Long Run Fed Funds Rate to be well below the 4¼ percent average level with 2 percent inflation
49. 20 MayPhilly Fed: State Coincident Indexes increased in 47 states in April
50. 20 MayZillow: Negative Equity declines further in Q1 2014
51. 20 MayAmusing: A False Story on Auto Inventory
52. 19 MayWeekly Update: Housing Tracker Existing Home Inventory up 6.8% year-over-year on May 19th
53. 19 MayCoreLogic on Housing: "Cash Sales Share Shows Clear Downward Year-Over-Year Trend"
54. 19 MayLA area Port Traffic: Up year-over-year in April
55. 19 MayCongratulations to Breanna Grow, the 2014 recipient of the Doris "Tanta" Dungey scholarship!
56. 19 MaySunday Night Futures
57. 18 MayQuarterly Housing Starts by Intent, and compared to New Home Sales
58. 18 MayCoStar: Commercial Real Estate prices increased in Q1, Distress Sales just 10% of all sales
59. 17 MaySchedule for Week of May 18th
60. 17 MayUnofficial Problem Bank list declines to 502 Institutions
61. 16 MayBank Failure #7 in 2014: AztecAmerica Bank, Berwyn, Illinois
62. 16 MayLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in April
63. 16 MayLawler: Early look at Existing Home Sales in April
64. 16 MaySacramento Housing in April: Total Sales down 5% Year-over-year, Equity (Conventional) Sales up 17%, Active Inventory increases 46%
65. 16 MayA few comments on Housing Starts
66. 16 MayBLS: "State unemployment rates were generally lower in April"
67. 16 MayPreliminary May Consumer Sentiment decreases to 81.8
68. 16 MayHousing Starts at 1.072 Million Annual Rate in April
69. 16 MayFriday: Housing Starts, Consumer Sentiment
70. 15 MayKey Inflation Measures Show Increase, but still Low year-over-year in April
71. 15 MayEarlier: Philly and NY Fed Manufacturing Surveys suggest Solid Expansion in May
72. 15 MayNAHB: Builder Confidence decreased slightly in May to 45
73. 15 MayMBA: "Delinquency and Foreclosure Rates Continue to Improve" in Q1
74. 15 MayFed: Industrial Production decreased 0.6% in April
75. 15 MayWeekly Initial Unemployment Claims decrease to 297,000, CPI increases 0.3%
76. 14 MayThursday: CPI, Unemployment Claims, Industrial Production, Yellen and Much More; Plus San Diego Fire Photo
77. 14 MayLawler on RealtyTrac and Cash Buyers
78. 14 MayDataQuick on California Bay Area: April Home Sales down slightly Year-over-year, Non-Distressed sales up 15% Year-over-year
79. 14 MayFlashback to March 2009
80. 14 MayClosing a Loophole in California's Prop 13 (Property Taxes)
81. 14 MayMBA: Refinance Applications Increase in Latest Survey, Mortgage Rates lowest since last November
82. 13 MayA Few links on FHFA Watt's Speech
83. 13 MayDataQuick on SoCal: April Home Sales down 6.6% Year-over-year, Non-Distressed sales up 17% Year-over-year
84. 13 MayNFIB: Small Business Optimism Index increases in April, Highest since 2007
85. 13 MayNY Fed: Household Debt increased in Q1 2014, Delinquency Rates Lowest Since Q3 2007
86. 13 MayRetail Sales increased 0.1% in April
87. 12 MayTuesday: Retail Sales, Q1 Household Debt and Credit
88. 12 MayWeekly Update: Housing Tracker Existing Home Inventory up 9.4% year-over-year on May 12th
89. 12 MayLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in April
90. 12 MayUpdate: Framing Lumber Prices
91. 12 MayMBA: Applications for New Home Purchases Increased in April 2014
92. 12 MaySunday Night Futures
93. 11 MayFNC: Residential Property Values increased 9.1% year-over-year in March
94. 10 MaySchedule for Week of May 11th
95. 10 MayUnofficial Problem Bank list unchanged at 509 Institutions
96. 9 MayThe Projected Improvement in Life Expectancy
97. 9 MayHotels: On track for Strongest Year since 2000
98. 9 MayBLS: Jobs Openings at 4.0 million in March
99. 9 MayFriday: Job Openings
100. 8 MayWill Mortgage Rates be down year-over-year in late June?
101. 8 MayLas Vegas Real Estate in April: Year-over-year Non-contingent Inventory Doubles, Median Price declines
102. 8 MayTrulia: Asking House Prices up 9.0% year-over-year in April, "smallest year-over-year increase in 11 months"
103. 8 MayNAHB: Builder Confidence improves year-over-year in the 55+ Housing Market in Q1
104. 8 MayFannie and Freddie Results in Q1: REO inventory declines, "Lower demand for foreclosed properties"
105. 8 MayWeekly Initial Unemployment Claims decrease to 319,000
106. 7 MayThursday: More Yellen, Unemployment Claims
107. 7 MayDataQuick: California Foreclosure Starts Hover Near 8-Year Low
108. 7 MayPhoenix Real Estate in April: Sales down 12%, Cash Sales down 33%, Inventory up 49%
109. 7 MayFed Chair Janet Yellen: Expects Growth Rate to Increase, "A high degree of monetary accommodation remains warranted"
110. 7 MayMBA: Refinance Share of Mortgage Applications under 50% for first time since 2009
111. 7 MayWednesday: Yellen on the Economic Outlook
112. 6 MayWhat's Right with Housing?
113. 6 MayZillow: Case-Shiller House Price Index expected to slow to 11.9% year-over-year increase in March
114. 6 MayCoreLogic: House Prices up 11.1% Year-over-year in March
115. 6 MayTrade Deficit decreased in March to $40.4 Billion
116. 6 MayQ1 2014 GDP Details on Residential and Commercial Real Estate
117. 5 MayWeekly Update: Housing Tracker Existing Home Inventory up 8.6% year-over-year on May 5th
118. 5 MayConstruction Employment: Pace of Hiring Increasing
119. 5 MayISM Non-Manufacturing Index increased in April to 55.2
120. 5 MayMortgage Monitor: Mortgage delinquency rate in March lowest since October 2007, "Only One in 10 American Borrowers Underwater"
121. 5 MaySunday Night Futures
122. 4 MayParticipation Rate: Trends and Cohorts
123. 3 MayGoldman Sachs on the Labor Force Participation Rate
124. 3 MaySchedule for Week of May 4th
125. 3 MayUnofficial Problem Bank list declines to 509 Institutions
126. 2 MayMerrill: Q1 GDP now tracking negative 0.4%
127. 2 MayLawler on New Homes: Sales will probably move higher over the course of 2014, Prices will not
128. 2 MayPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
129. 2 MayComments on Employment Report
130. 2 MayApril Employment Report: 288,000 Jobs, 6.3% Unemployment Rate
131. 2 MayFriday: Jobs, Jobs, Jobs
132. 1 MayEmployment Report Preview for April
133. 1 MayU.S. Light Vehicle Sales decrease to 16.0 million annual rate in April
134. 1 MayLawler: Large home builders net orders last quarter "vitually flat" from year ago
135. 1 MayConstruction Spending increased 0.2% in March, Public Construction Spending Lowest since 2006
136. 1 MayISM Manufacturing index increased in April to 54.9
137. 1 MayWeekly Initial Unemployment Claims increase to 344,000
138. 1 MayThursday: ISM Mfg Survey, Unemployment Claims, Personal Income and Outlays, Construction Spending, and Yellen

April 2014

1. 30 AprFannie Mae and Freddie Mac: Mortgage Serious Delinquency rate declined in March
2. 30 AprFOMC Statement: More Taper, Economic Growth "picked up recently"
3. 30 AprQ1 GDP: Investment Contributions
4. 30 AprBEA: Real GDP increased at 0.1% Annualized Rate in Q1
5. 30 AprADP: Private Employment increased 220,000 in April
6. 30 AprMBA: Mortgage Applications Decrease in Latest Survey, Refinance Activity Lowest Since 2008
7. 29 AprWednesday: FOMC Announcement, Q1 GDP and more
8. 29 AprAn exciting time for the Data Tribe
9. 29 AprNMHC Survey: Apartment Market Conditions Tighter in April 2014
10. 29 AprHVS: Q1 2014 Homeownership and Vacancy Rates
11. 29 AprCase-Shiller: Comp 20 House Prices increased 12.9% year-over-year in February
12. 28 AprTuesday: Case-Shiller House Prices
13. 28 AprWeekly Update: Housing Tracker Existing Home Inventory up 8.2% year-over-year on April 28th
14. 28 AprA comment on the New Home Sales report
15. 28 AprDallas Fed: "Texas Manufacturing Picks Up and Outlook Improves Notably"
16. 28 AprNAR: Pending Home Sales Index increases 3.4% in March, down 7.9% year-over-year
17. 28 AprBlack Knight (formerly LPS): House Price Index up 0.7% in February, Up 7.6% year-over-year
18. 28 AprMonday: Pending Home Sales, Dallas Fed Mfg Survey
19. 27 AprRanking Economic Data
20. 26 AprSchedule for Week of April 27th
21. 26 AprUnofficial Problem Bank list declines to 513 Institutions
22. 25 AprBank Failure #6 in 2014: Allendale County Bank, Fairfax, South Carolina
23. 25 AprVehicle Sales Forecasts: Solid in April
24. 25 AprA Few Q1 GDP Forecasts
25. 25 AprFinal April Consumer Sentiment at 84.1
26. 25 AprFriday: Consumer Sentiment
27. 24 AprLawler: More Builder Results, Summary of Q1 Results so far
28. 24 AprHotels: Occupancy Rate, RevPAR decrease in latest weekly survey
29. 24 AprKansas City Fed: Regional Manufacturing "Activity Moderated Slightly" in April
30. 24 AprWeekly Initial Unemployment Claims at 329,000
31. 23 AprThursday: Unemployment Claims, Durable Goods, Kansas City Mfg Survey
32. 23 AprLawler on Meritage Homes: Net Home Orders Down despite Higher Community Count, “Less Pricing Power” Suggests Relatively Flat Home Prices for Rest of Year
33. 23 AprAIA: Architecture Billings Index indicated contraction in March
34. 23 AprNew Home Sales decline to 384,000 Annual Rate in March
35. 23 AprMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
36. 23 AprWednesday: New Home Sales
37. 22 AprLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in March
38. 22 AprComments on Housing and Existing Home Sales
39. 22 AprExisting Home Sales in March: 4.59 million SAAR, Inventory up 3.1% Year-over-year
40. 22 AprBlack Knight: Mortgage delinquency rate in March lowest since October 2007
41. 21 AprTuesday: Existing Home Sales, Richmond Fed Mfg Survey
42. 21 AprWeekly Update: Housing Tracker Existing Home Inventory up 6.1% year-over-year on April 21st
43. 21 AprChicago Fed: "Economic Growth Moderated in March"
44. 21 AprReport: Property Tax Collections above Pre-Recession Peak
45. 21 AprDOT: Vehicle Miles Driven decreased 0.8% year-over-year in February
46. 21 AprSunday Night Futures
47. 20 AprWSJ: Slight Easing of Mortgage Credit Standards
48. 19 AprUnofficial Problem Bank list declines to 521 Institutions
49. 19 AprSchedule for Week of April 20th
50. 19 AprBy Request: Public and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
51. 18 AprExisting Home Sales: Lawler vs. the Consensus
52. 18 AprThe Sluggish Recovery for U.S. Heavy Truck Sales
53. 18 AprBLS: No State had 9% Unemployment Rate in March, First time since September 2008
54. 18 AprMerrill Lynch Reduces Housing Forecast for 2014
55. 17 AprLA area Port Traffic: Up year-over-year in March, Exports at New High
56. 17 AprHotels: Strongest Year since 2000
57. 17 AprPhilly Fed Manufacturing Survey indicated Faster Expansion in April
58. 17 AprWeekly Initial Unemployment Claims at 304,000; 4-Week average lowest since 2007
59. 17 AprThursday: Unemployment Claims, Philly Fed Mfg Survey
60. 16 AprLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in March
61. 16 AprFed's Beige Book: "Economic activity increased in most regions"
62. 16 AprYellen: Three Big Questions for the FOMC
63. 16 AprA comment on Housing Starts
64. 16 AprFed: Industrial Production increased 0.7% in March
65. 16 AprHousing Starts at 946 Thousand Annual Rate in March
66. 16 AprMBA: Mortgage Applications Increase
67. 16 AprWednesday: Housing Starts, Industrial Production, Yellen Speech, Beige Book
68. 15 AprLawler: Early Read on Existing Home Sales in March
69. 15 AprDataQuick on SoCal: March Home Sales down 14% Year-over-year, Conventional (Equity) Sales increase
70. 15 AprKey Inflation Measures Shows Slight Increase, but still Low in March
71. 15 AprNAHB: Builder Confidence increased slightly in April to 47
72. 15 AprNY Fed: Empire State Manufacturing Survey indicates "business activity was flat" in April
73. 15 AprTuesday: CPI, NY Fed Mfg Survey, NAHB Homebuilder Confidence
74. 14 AprSacramento Housing in March: Total Sales down 12% Year-over-year, Equity (Conventional) Sales up 16%, Active Inventory increases 71%
75. 14 AprWeekly Update: Housing Tracker Existing Home Inventory up 7.8% year-over-year on April 14th
76. 14 AprCBO Projection: Budget Deficit to be Smaller than Previous Forecast
77. 14 AprRetail Sales increased 1.1% in March
78. 14 AprMonday: Retail Sales, CBO Budget Projections
79. 13 AprQ1 Review: Ten Economic Questions for 2014
80. 12 AprUnofficial Problem Bank list declines to 530 Institutions
81. 12 AprSchedule for Week of April 13th
82. 12 AprUpdate: The Mortgage Debt Forgiveness Tax Break
83. 11 AprWSJ: Zelman still Bullish on New Home Sales, Cuts forecast for Existing Home Sales
84. 11 AprFNC: Residential Property Values increased 9.0% year-over-year in February
85. 11 AprPreliminary April Consumer Sentiment increases to 82.6
86. 11 AprFriday: PPI, Consumer Sentiment
87. 10 AprNY Times on the Smaller Budget Deficit
88. 10 Apr"Reasons for the Decline in Prime-Age Labor Force Participation"
89. 10 AprFreddie Mac: "Fixed Mortgage Rates Tick Down"
90. 10 AprTrulia: Asking House Prices up 10.0% year-over-year in March
91. 10 AprWeekly Initial Unemployment Claims decline to 300,000
92. 10 AprThursday: Weekly Unemployment Claims
93. 9 AprLawler: Number of Home Owners Lower than 2006!
94. 9 AprFOMC Minutes: SEP changes need "not be viewed as signifying a less accommodative reaction function"
95. 9 AprGoldman's Hatzius: "Rays of Light"
96. 9 AprMBA: Mortgage Purchase Applications Increase, Refinance Applications Decrease
97. 9 AprWednesday: FOMC Minutes
98. 8 Apr"A Closer Look at Post-2007 Labor Force Participation Trends"
99. 8 AprWhen will total payroll employment exceed the pre-recession peak?
100. 8 AprLas Vegas Real Estate in March: Year-over-year Non-contingent Inventory up 128%
101. 8 AprBLS: Jobs Openings increase to 4.2 million in February
102. 8 AprNFIB: Small Business Optimism Index increases in March
103. 8 AprTuesday: Small Business Confidence, Job Openings
104. 7 AprCBO: Federal Deficit through March $187 billion less this year than it was in fiscal year 2013
105. 7 AprWeekly Update: Housing Tracker Existing Home Inventory up 7.7% year-over-year on April 7th
106. 7 AprLawler: Phoenix "listings are way up and sales are way down"
107. 7 AprEmployment Diffusion Indexes
108. 7 AprMortgage Monitor: Delinquencies are below 6% for the first time since 2008, "Little Sign of Easing" in Credit Standards
109. 7 AprSunday Night Futures
110. 6 AprPossible Reasons for the Decline in Prime-Working Age Men Labor Force Participation
111. 6 AprLabor Force Participation Rate Update
112. 5 AprUnofficial Problem Bank list declines to 533 Institutions
113. 5 AprResearch: Labor Force Participation Rate
114. 5 AprWSJ Employment Graph ignores Demographics, Needs Correction
115. 5 AprSchedule for Week of April 6th
116. 4 AprPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
117. 4 AprComment on Jobs Recovery and Policy
118. 4 AprConstruction and Government Payrolls
119. 4 AprComments on Employment Report
120. 4 AprMarch Employment Report: 192,000 Jobs, 6.7% Unemployment Rate
121. 3 AprFriday: Employment Report
122. 3 AprEmployment Preview for March
123. 3 AprReis: Mall Vacancy Rates unchanged in Q1
124. 3 AprISM Non-Manufacturing Index increases to 53.1 in March
125. 3 AprTrade Deficit increased in February to $42.3 Billion
126. 3 AprWeekly Initial Unemployment Claims increase to 326,000
127. 3 AprThursday: Trade Deficit, Unemployment Claims, ISM Non-Manufacturing, Q1 Mall Vacancy Survey
128. 2 AprSurvey: Small Businesses add more Jobs in March
129. 2 AprResearch: "The Overhang of Structures before and since the Great Recession"
130. 2 AprReis: Apartment Vacancy Rate declined to 4.0% in Q1 2014
131. 2 AprADP: Private Employment increased 191,000 in March
132. 2 AprMBA: Mortgage Purchase Applications Increase, Refinance Applications Decrease
133. 2 AprWednesday: ADP Employment, Q1 Apartment Vacancy Survey
134. 1 AprCoreLogic: House Prices up 12.2% Year-over-year in February
135. 1 AprU.S. Light Vehicle Sales increase to 16.4 million annual rate in March, Highest since 2007
136. 1 AprConstruction Spending increased slightly in February
137. 1 AprISM Manufacturing index increased in March to 53.7
138. 1 AprReis: Office Vacancy Rate declined slightly in Q1 to 16.8%
139. 1 AprTuesday: Auto Sales, ISM Mfg Index, Construction Spending, Q1 Office Vacancy Survey

March 2014

1. 31 MarFannie Mae: Mortgage Serious Delinquency rate declined in February, Lowest since November 2008
2. 31 MarWeekly Update: Housing Tracker Existing Home Inventory up 6.7% year-over-year on March 31st
3. 31 MarRestaurant Performance Index indicates expansion in February
4. 31 MarDallas Fed: Texas Manufacturing Strengthens Further
5. 31 MarChicago PMI declines to 55.9
6. 31 MarMonday: Chicago PMI, Dallas Fed Mfg Survey, Yellen
7. 30 MarMerrill and Nomura on March Employment Report
8. 29 MarUnofficial Problem Bank list declines to 538 Institutions, Q1 2014 Transition Matrix
9. 29 MarSchedule for Week of March 30th
10. 28 MarHeadline for Next Friday: "U.S. Private Employment at All Time High"
11. 28 MarHousing: The increase in inventory in the West
12. 28 MarBLS: State unemployment rates were "little changed" in February
13. 28 MarFinal March Consumer Sentiment at 80.0
14. 28 MarPersonal Income increased 0.3% in February, Spending increased 0.3%
15. 27 MarFriday: February Personal Income and Outlays, Consumer Sentiment
16. 27 MarHouse Prices and Lagged Data
17. 27 MarKansas City Fed: Regional Manufacturing increased in March
18. 27 MarNAR: Pending Home Sales Index down 10.5% year-over-year in February
19. 27 MarQ4 GDP Revised up to 2.6%, Weekly Initial Unemployment Claims decline to 311,000
20. 26 MarThursday: Q4 GDP (3rd Estimate), Unemployment Claims, Pending Home Sales
21. 26 MarVehicle Sales Forecasts: March Rebound
22. 26 MarChemical Activity Barometer for March Suggests "continued modest growth"
23. 26 MarFreddie Mac: Mortgage Serious Delinquency rate declined in February, Lowest since February 2009
24. 26 MarMBA: Mortgage Purchase Applications Increase, Refinance Applications Decrease
25. 25 MarZillow: Case-Shiller House Price Index expected to show 12.8% year-over-year increase in February
26. 25 MarComment on House Prices: Graphs, Real Prices, Price-to-Rent Ratio, Cities
27. 25 MarA comment on the New Home Sales report
28. 25 MarNew Home Sales at 440,000 Annual Rate in February
29. 25 MarCase-Shiller: Comp 20 House Prices increased 13.2% year-over-year in January
30. 25 MarTuesday: New Home Sales, Case-Shiller House Prices
31. 24 MarWeekly Update: Housing Tracker Existing Home Inventory up 6.2% year-over-year on March 24th
32. 24 MarBlack Knight (formerly LPS): House Price Index unchanged in January, Up 8.0% year-over-year
33. 24 MarBlack Knight on Mortgages: "Nearly 1 million fewer loans in U.S. non-current population since last February"
34. 24 MarChicago Fed: "Economic activity increased in February"
35. 24 MarSunday Night Futures
36. 23 MarThe Favorable Demographics for Apartments
37. 23 MarHamilton: Graphs of key economic trends
38. 22 MarSchedule for Week of March 23rd
39. 22 MarUnofficial Problem Bank list declines to 552 Institutions
40. 21 MarDOT: Vehicle Miles Driven decreased 1.3% year-over-year in January
41. 21 MarLawler on Lennar: Orders up 10.1% YoY; Prices, Margins Up Sharply; Saw “Volumes Returning,” But Not from First-Time Buyers
42. 21 MarUpdate: Predicting the Next Recession
43. 21 MarATA Trucking Index increased in February
44. 21 MarFed: Large Banks "collectively better positioned" to cope with "an extremely severe economic downturn"
45. 20 MarFed: Q4 Household Debt Service Ratio near 30 year low
46. 20 MarEarlier: Philly Fed Manufacturing Survey indicated Expansion in March
47. 20 MarComments on Existing Home Sales
48. 20 MarExisting Home Sales in February: 4.60 million SAAR, Inventory up 5.3% Year-over-year
49. 20 MarWeekly Initial Unemployment Claims at 320,000
50. 20 MarThursday: Existing Home Sales, Unemployment Claims, Philly Fed Mfg Survey
51. 19 MarWhat does Yellen's "around six months" mean?
52. 19 MarFOMC Projections and Press Conference
53. 19 MarFOMC Statement: More Taper, Forward Guidance Changed
54. 19 MarPhilly Fed: State Coincident Indexes increased in 48 states in January
55. 19 MarAIA: Architecture Billings Index increased slightly in February
56. 19 MarMBA: Mortgage Applications Decrease in Latest Weekly Survey
57. 19 MarWednesday: FOMC
58. 18 MarLA area Port Traffic: Down year-over-year in February
59. 18 MarA comment on Housing Starts
60. 18 MarKey Measures Shows Low Inflation in February
61. 18 MarHousing Starts at 907 Thousand Annual Rate in February
62. 18 MarTuesday: Housing Starts, CPI
63. 17 MarLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in February
64. 17 MarResearch: Tight Credit significantly impacting Purchase Mortgage Lending
65. 17 MarWeekly Update: Housing Tracker Existing Home Inventory up 5.5% year-over-year on March 17th
66. 17 MarNAHB: Builder Confidence increased slightly in March to 47
67. 17 MarFed: Industrial Production increased 0.6% in February
68. 17 MarNY Fed: Empire State Manufacturing Activity indicates "business conditions improved" in March
69. 17 MarMonday: Industrial Production, Empire State Mfg Survey, Builder Confidence
70. 16 MarFOMC Preview: More Tapering, Change to Guidance
71. 15 MarSchedule for Week of March 16th
72. 15 MarUnofficial Problem Bank list declines to 559 Institutions
73. 14 MarKolko: Where Do Housing “Leading Indicators” Lead Us?
74. 14 MarReport: "Blackstone’s Home Buying Binge Ends"
75. 14 MarCoStar: Commercial Real Estate prices increased in January, Distress Sales Declining Rapidly
76. 14 MarHotel Occupancy Rate increased 2.1% year-over-year in latest Survey
77. 14 MarPreliminary March Consumer Sentiment declines to 79.9
78. 13 MarFriday: PPI, Consumer Sentiment
79. 13 MarFNC: House prices increased 9.0% year-over-year in January
80. 13 MarDataQuick: February Bay Area Home Sales Slowest Since 2008
81. 13 MarLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in February
82. 13 MarRetail Sales increased 0.3% in February
83. 13 MarWeekly Initial Unemployment Claims decline to 315,000
84. 13 MarThursday: Retail Sales, Unemployment Claims
85. 12 MarLawler: Early Read on Existing Home Sales in February
86. 12 MarSacramento Housing in February: Total Sales down 17% Year-over-year, Equity (Conventional) Sales up 18%, Active Inventory increases 88%
87. 12 MarWeekly Update: Housing Tracker Existing Home Inventory up 5.8% year-over-year on March 10th
88. 12 MarLas Vegas Real Estate in February: Year-over-year Non-contingent Inventory Doubles
89. 12 MarMBA: Mortgage Applications Decrease in Latest Weekly Survey
90. 11 MarPhoenix ARMLS: Total Sales down 17.4% year-over-year in February, Distressed Sales down 61%, Inventory up 37%
91. 11 MarCBO: Federal Deficit through February $148 billion less this year than it was in fiscal year 2013 (adjusted for timing)
92. 11 MarBLS: 4 Million Jobs Openings in January
93. 11 MarNFIB: Small Business Optimism Index declines in February
94. 11 MarTuesday: Job Openings, Small Business Optimism Index
95. 10 MarUpdate on California Budget: Revenue Almost $1 Billion above Forecast in February
96. 10 MarUpdate: Framing Lumber Prices
97. 10 MarMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
98. 10 MarSunday Night Futures
99. 9 MarMortgage Equity Withdrawal Still Negative in Q4
100. 9 MarPublic and Private Sector Payroll Jobs: Carter, Reagan, Bush, Clinton, Bush, Obama
101. 8 MarSchedule for Week of March 9th
102. 8 MarUnofficial Problem Bank list declines to 564 Institutions
103. 7 MarFannie, Freddie and FHA REO Inventory
104. 7 MarWhen will payroll employment exceed the pre-recession peak?
105. 7 MarTrade Deficit increased in January to $39.1 Billion
106. 7 MarComments on Employment Report
107. 7 MarFebruary Employment Report: 175,000 Jobs, 6.7% Unemployment Rate
108. 7 MarFriday: Employment Report, Trade Deficit
109. 6 MarTrulia: Asking House Prices up 10.4% year-over-year in February, Price increases "Slowdown"
110. 6 MarFed's Q4 Flow of Funds: Household Net Worth at Record High
111. 6 MarCoreLogic: 4 Million Residential Properties Returned to Positive Equity in 2013
112. 6 MarWeekly Initial Unemployment Claims decline to 323,000
113. 6 MarThursday: Unemployment Claims, Q4 Flow of Funds
114. 5 MarEmployment Preview for February: Another Weak Report
115. 5 MarFed's Beige Book: Economic activity increased at "modest to moderate" pace in Most Districts
116. 5 MarLawler on Hovnanian: Net Home Orders Far Short of Expectations; Sales Incentives Coming
117. 5 MarISM Non-Manufacturing Index decreases to 51.6 in February
118. 5 MarADP: Private Employment increased 139,000 in February
119. 5 MarMBA: Mortgage Applications Increase in Latest Weekly Survey
120. 5 MarWednesday: ISM Service Index, ADP Employment, Fed's Beige Book
121. 4 MarFannie, Freddie, FHA REO inventory increased in Q4
122. 4 MarCoreLogic: House Prices up 12% Year-over-year in January
123. 4 MarMortgage Monitor: Mortgage Loan originations declined to the lowest point since Nov. 2008
124. 3 MarWeekly Update: Housing Tracker Existing Home Inventory up 5.9% year-over-year on March 3rd
125. 3 MarU.S. Light Vehicle Sales increase to 15.3 million annual rate in February
126. 3 MarConstruction Spending increased in January
127. 3 MarISM Manufacturing index increased in February to 53.2
128. 3 MarPersonal Income increased 0.3% in January, Spending increased 0.4%
129. 3 MarMonday: Auto Sales, Personal Income and Outlays, ISM Mfg Index, Construction Spending
130. 2 MarLA Times: New Home construction still near record lows
131. 2 MarFannie Mae, Freddie Mac: Mortgage Serious Delinquency rate declined in January
132. 1 MarSchedule for Week of March 2nd
133. 1 MarUnofficial Problem Bank list declines to 566 Institutions

February 2014

1. 28 FebBank Failure #5 in 2014: Vantage Point Bank, Horsham, Pennsylvania
2. 28 FebBank Failure #4 in 2014: Millennium Bank, National Association, Sterling, Virginia
3. 28 FebLawler: If New Home Sales report Accurate, Suggests Large Builder Share Down
4. 28 FebZillow: Negative Equity declines further in Q4 2013
5. 28 FebNAR: Pending Home Sales Index down 9% year-over-year
6. 28 FebFinal February Consumer Sentiment at 81.6, Chicago PMI at 59.8
7. 28 FebBEA: Q4 GDP Revised down to 2.4%
8. 28 FebFriday: 2nd Estimate Q4 GDP, Chicago PMI, Consumer Sentiment, Pending Home Sales
9. 27 FebFreddie Mac Results, REO Inventory increases in Q4
10. 27 FebKansas City Fed: Regional Manufacturing increased "slightly" in February
11. 27 FebBlack Knight: Mortgage Serious Delinquency Rate lowest in over five years, Foreclosures Lowest since November 2008
12. 27 FebWeekly Initial Unemployment Claims increase to 348,000
13. 27 FebThursday: Yellen Testimony, Weekly Unemployment Claims, Durable Goods Orders
14. 26 FebVehicle Sales Forecasts: Decent sales in February; Some weather impact
15. 26 FebNew Home Sales: Don't read too much into January Sales Rate
16. 26 FebFDIC: Earnings increased for insured institutions, Fewer Problem banks, Residential REO Declines in Q4
17. 26 FebNew Home Sales at 468,000 Annual Rate in January, Highest since 2008
18. 26 FebMBA: Mortgage Purchase Index lowest since 1995
19. 26 FebWednesday: New Home Sales
20. 25 FebZillow: Case-Shiller House Price Index expected to show 13.0% year-over-year increase in January
21. 25 FebLawler on Toll Brothers: Net Home Orders Down in Latest Quarter; Weather Only Partly to Blame
22. 25 FebUpdate: Seasonal Pattern for House Prices
23. 25 FebComment on House Prices: Real Prices, Price-to-Rent Ratio, Cities
24. 25 FebRichmond Fed: "Manufacturing Sector Softened" in February
25. 25 FebCase-Shiller: Comp 20 House Prices increased 13.4% year-over-year in December
26. 25 FebTuesday: Case-Shiller and FHFA House Prices, Richmond Fed
27. 25 FebWeekly Update: Housing Tracker Existing Home Inventory up 5.7% year-over-year on Feb 24th
28. 24 FebDOT: Vehicle Miles Driven increased 1.1% year-over-year in December
29. 24 FebDallas Fed Manufacturing: General Business Index Flat, Production Increases, Employment Increases
30. 24 FebChicago Fed: "Economic growth slowed in January"
31. 24 FebSunday Night Futures
32. 23 FebHousing Weakness: Temporary or Enduring?
33. 22 FebSchedule for Week of Feb 23rd
34. 22 FebUnofficial Problem Bank list declines to 578 Institutions
35. 22 FebWeekend Reading: 2008 FOMC Transcripts
36. 21 FebLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in January
37. 21 FebFannie Results, REO Inventory increases in Q4
38. 21 FebExisting Home Sales in January: 4.62 million SAAR, Inventory up 7.3% Year-over-year
39. 21 FebFriday: Existing Home Sales
40. 20 FebMBA National Delinquency Survey: Judicial vs. Non-Judicial Foreclosure States in Q4 2013
41. 20 FebKey Measures Shows Low Inflation in January
42. 20 FebMBA: Mortgage "Delinquency and Foreclosure Rates Decline to Lowest Level in Six Years" in Q4
43. 20 FebPhilly Fed Manufacturing Survey indicates Contraction in February
44. 20 FebWeekly Initial Unemployment Claims decrease to 336,000
45. 20 FebThursday: Unemployment Claims, CPI, Philly Fed Mfg Survey
46. 19 FebLA area Port Traffic: Imports up year-over-year in January
47. 19 FebFOMC Minutes: "A clear presumption in favor" of Additional Tapering
48. 19 FebHousing Starts: Weakness, Weather, Fundamentals
49. 19 FebAIA: Architecture Billings Index increases slightly in January
50. 19 FebHousing Starts decline to 880 Thousand Annual Rate in January
51. 19 FebMBA: Mortgage Purchase Index lowest Since September 2011
52. 19 FebWednesday: Housing Starts, PPI, Architecture Billings Index, FOMC Minutes
53. 18 FebReal Household Debt down 17% from Peak, Real Mortgage Debt down 21%
54. 18 FebNY Fed: Household Debt increased in Q4, Delinquency Rates Improve
55. 18 FebNAHB: Builder Confidence declines sharply in February to 46
56. 18 FebNY Fed: Empire State Manufacturing Survey indicates slower expansion in February
57. 18 FebTuesday: NY Fed Mfg Survey, Homebuilder Survey, Q4 Household Debt and Credit
58. 17 FebWeekly Update: Housing Tracker Existing Home Inventory up 6.6% year-over-year on Feb 17th
59. 17 FebLas Vegas: Visitor Traffic declines slightly in 2013, Convention Attendance still 18% below Pre-Recession Peak
60. 17 FebThe Stimulus Success
61. 17 FebUpdate: The Inland Empire Bust and Recovery
62. 17 FebUpdate: Household Debt Service Ratio at lowest level in 30+ years
63. 16 FebEnergy expenditures as a percentage of consumer spending
64. 16 FebBy Request: Repeat U.S. Population by Age and Distribution, 1900 through 2060
65. 15 FebUnofficial Problem Bank list declines to 586 Institutions
66. 15 FebSchedule for Week of Feb 16th
67. 14 FebThe New LA Skyline
68. 14 FebHotel Occupancy Rate increased 0.3% year-over-year in latest Survey
69. 14 FebPreliminary February Consumer Sentiment unchanged at 81.2
70. 14 FebFed: Industrial Production decreased 0.3% in January
71. 14 FebFriday: Industrial Production, Consumer Sentiment
72. 13 FebLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in January
73. 13 FebMBA: New Home Purchases Up Sharply in January 2014
74. 13 FebLawler: Early Read on Existing Home Sales in January
75. 13 FebRetail Sales decreased 0.4% in January
76. 13 FebWeekly Initial Unemployment Claims increase to 339,000
77. 13 FebThursday: Yellen, Retail Sales, Unemployment Claims
78. 12 FebDataQuick on SoCal: January Home Sales down 9.9% Year-over-year, Conventional Sales up Sharply
79. 12 FebFNC: Residential Property Values increased 8.7% year-over-year in December
80. 12 FebUpdate: It Never Rains in California
81. 12 FebMBA: Mortgage Applications decrease in Latest Survey
82. 11 FebWednesday: Monthly Treasury Budget Statement for January
83. 11 FebPhoenix ARMLS: Total Sales down 17.1% in January, Distressed Sales down 59.6%, Inventory up 29%
84. 11 FebZillow: 30-Year Fixed Mortgage Rates increase slightly to 4.14%
85. 11 FebBLS: 4 Million Jobs Openings in December
86. 11 FebYellen: "expect a great deal of continuity in the FOMC's approach to monetary policy"
87. 11 FebNFIB: Small Business Optimism Index increases in January
88. 11 FebTuesday: Yellen, JOLTS
89. 10 FebWeekly Update: Housing Tracker Existing Home Inventory up 4.7% year-over-year on Feb 10th
90. 10 FebThe California Budget Surplus: Stock and Flow
91. 10 FebLas Vegas Real Estate in January: Year-over-year Non-contingent Inventory up 96.2%
92. 10 FebHome Sales Reports: What Matters
93. 10 FebSunday Night Futures
94. 9 FebWhen will payroll employment exceed the pre-recession peak?
95. 8 FebSchedule for Week of Feb 9th
96. 8 FebUnofficial Problem Bank list declines to 588 Institutions
97. 7 FebCBO: Federal Deficit at $10 Billion in January
98. 7 FebReasons for a 2014 Pickup in Economic Growth Intact
99. 7 FebPublic and Private Sector Payroll Jobs: Reagan, Bush, Clinton, Bush, Obama
100. 7 FebComments on Employment Report: Disappointing Payroll Number
101. 7 FebJanuary Employment Report: 113,000 Jobs, 6.6% Unemployment Rate
102. 6 FebFriday: Jobs, Jobs, Jobs
103. 6 FebLawler: Expect Downward Revisions to Census Q4 New Home Sales, Broad-Based Builder Optimism for 2014
104. 6 FebTrulia: Asking House Prices up 11.4% year-over-year in January
105. 6 FebTrade Deficit increased in December to $38.7 Billion
106. 6 FebWeekly Initial Unemployment Claims decrease to 331,000
107. 6 FebThursday: Unemployment Claims, Trade Deficit
108. 5 FebFed Survey: Banks eased lending standards, Experienced increased demand
109. 5 FebEmployment Preview for January: Taking the Over
110. 5 FebISM Non-Manufacturing Index increases to 54.0 in January
111. 5 FebADP: Private Employment increased 175,000 in January
112. 5 FebMBA: Mortgage Applications Increase Slightly
113. 5 FebWednesday: ADP Employment, ISM Service Index
114. 4 FebQ4 2013 GDP Details on Residential and Commercial Real Estate
115. 4 FebWeekly Update: Housing Tracker Existing Home Inventory up 2.7% year-over-year on Feb 3rd
116. 4 FebCBO Projection: Budget Deficit to be below 3% of GDP for next four years
117. 4 FebCoreLogic: House Prices up 11% Year-over-year in December
118. 4 FebTuesday: CBO Annual Budget and Economic Outlook
119. 3 FebU.S. Light Vehicle Sales decrease to 15.1 million annual rate in January
120. 3 FebNAHB: Builder Confidence improves year-over-year in the 55+ Housing Market in Q4
121. 3 FebConstruction Spending increased slightly in December
122. 3 FebISM Manufacturing index declines sharply in January to 51.3 due to "adverse weather conditions"
123. 3 FebMortgage Monitor: Foreclosure Starts Lowest Since April 2007
124. 3 FebMonday: Auto Sales, ISM Mfg Survey, Construction Spending
125. 2 FebFannie Mae: Mortgage Serious Delinquency rate declined in December, Lowest since November 2008
126. 1 FebGoldman and Merrill on January Employment Report
127. 1 FebSchedule for Week of Feb 2nd
128. 1 FebUnofficial Problem Bank list declines to 590 Institutions
129. 1 FebBank Failure #3 in 2014: Syringa Bank, Boise Idaho

January 2014

1. 31 JanReinhart and Rogoff: Great Recession may "surpass in severity" the Great Depression in many Countries
2. 31 JanHotel Occupancy Rate increased 2.4% year-over-year in latest Survey
3. 31 JanHVS: Q4 2013 Homeownership and Vacancy Rates
4. 31 JanFinal January Consumer Sentiment at 81.2, Chicago PMI at 59.6
5. 31 JanBEA: Personal Income increased less than 0.1% in December, Core PCE prices up 1.2% year-over-year
6. 31 JanFriday: Personal Income, Chicago PMI, Consumer Sentiment,
7. 31 JanLawler on Homebuilders: Weak Net Orders, "Considerable optimism about the prospects for home sales in 2014"
8. 30 JanVehicle Sales Forecasts: Decent Sales Expected for January
9. 30 JanA Comment on the Pending Home Sales Index
10. 30 JanQ4 GDP: Solid Report, Positives Looking Forward
11. 30 JanQ4 GDP 3.2%, Weekly Initial Unemployment Claims increase to 348,000
12. 30 JanThursday: Q4 GDP, Unemployment Claims, Pending Home Sales
13. 29 JanFreddie Mac: Mortgage Serious Delinquency rate declined in December, Lowest since February 2009
14. 29 JanFOMC Statement: More Taper
15. 29 JanCoreLogic: Completed Foreclosures Down 24% in 2013
16. 29 JanMBA: Mortgage Purchase Applications Increase Slightly
17. 29 JanWednesday: Fed Day
18. 28 JanZillow: Case-Shiller House Price Index expected to show 13.5% year-over-year increase in December
19. 28 JanLawler: D.R. Horton sales up slightly year-over-year
20. 28 JanComment on House Prices: Real Prices, Price-to-Rent Ratio, Cities
21. 28 JanBLS: State unemployment rates were "generally lower" in December
22. 28 JanCase-Shiller: Comp 20 House Prices increased 13.7% year-over-year in November
23. 28 JanBlack Knight: Mortgage Delinquency Rate increased in December, Down almost 10% year-over-year
24. 28 JanTuesday: Case-Shiller House Prices, Durable Goods, Richmond Fed Mfg Survey and More
25. 27 JanWeekly Update: Housing Tracker Existing Home Inventory up 1.8% year-over-year on Jan 27th
26. 27 JanNew Home Prices: New Record for Average and Median in 2013
27. 27 JanNew Home Sales: Weak Finish, Solid Growth in 2013
28. 27 JanNew Home Sales at 414,000 Annual Rate in December
29. 27 JanMonday: New Home Sales
30. 27 JanCommentary on "Debt Limit": Senator McConnell Announces Intention to Fold Losing Hand Again
31. 26 JanGDP: Annual and Q4-over-Q4
32. 25 JanFOMC Preview: More Tapering
33. 25 JanSchedule for Week of January 26th
34. 25 JanUnofficial Problem Bank list declines to 600 Institutions
35. 24 JanBank Failure #2 in 2014: The Bank of Union, El Reno, Oklahoma
36. 24 JanUnemployment Rate falling in "Sand" States
37. 24 JanMortgage Rates compared to Ten Year Treasury Yield and Refinance Activity
38. 24 JanQ4 GDP Seen at 3.8%
39. 23 JanFraming Lumber Prices: Moving on Up
40. 23 JanKansas City Fed: Manufacturing Survey shows "Activity rebounded moderately in January"
41. 23 JanComments on Existing Home Sales: Watch Inventory
42. 23 JanExisting Home Sales in December: 4.87 million SAAR, Inventory up 1.6% Year-over-year
43. 23 JanWeekly Initial Unemployment Claims at 326,000
44. 23 JanThursday: Existing Home Sales, Unemployment Claims
45. 22 JanATA Trucking Index increased in December
46. 22 JanDOT: Vehicle Miles Driven decreased 0.1% in November
47. 22 JanAIA: Architecture Billings Index declines in December
48. 22 JanMBA: Refinance Mortgage Applications Increase
49. 22 JanWednesday: Architecture Billings Index
50. 21 JanDataQuick: California Foreclosure Starts Dip to Eight-Year Low
51. 21 JanPrivate Investment and the Business Cycle
52. 21 JanHousing Starts and the Unemployment Rate
53. 21 JanWSJ: Fed "on track" to Cut QE at Next Meeting
54. 20 JanWeekly Update: Housing Tracker Existing Home Inventory up 2.6% year-over-year on Jan 20th
55. 20 JanResearch: The impact of 2014 FHA Loan Limit Changes
56. 20 JanLA area Port Traffic up solidly year-over-year in December
57. 20 JanIt Never Rains in California
58. 19 JanLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in December
59. 18 JanRecovery Measures: Three out of Four Ain't Bad
60. 18 JanUnofficial Problem Bank list declines to 605 Institutions
61. 18 JanSchedule for Week of January 19th
62. 18 JanBank Failure #1 in 2014: DuPage National Bank, West Chicago, Illinois
63. 17 JanLawler: Early Read on Existing Home Sales in December
64. 17 JanHousing Starts in 2013: 18% Annual Increase, Still Sixth Lowest Level on Record
65. 17 JanBLS: 4.0 Million Job Openings in November
66. 17 JanPreliminary January Consumer Sentiment declines to 80.4
67. 17 JanFed: Industrial Production increased 0.3% in December
68. 17 JanHousing Starts at 999 Thousand Annual Rate in December
69. 17 JanFriday: Housing Starts, Industrial Production, Consumer Sentiment, JOLTS
70. 16 JanNMHC Survey: Apartment Market Conditions Softer in Q4
71. 16 JanKey Measures Shows Low Inflation in December
72. 16 JanNAHB: Builder Confidence declines to 56 in January
73. 16 JanWeekly Initial Unemployment Claims decline to 326,000
74. 16 JanThursday: Unemployment Claims, CPI, Philly Fed Mfg Survey, Homebuilder Confidence
75. 15 JanSacramento Housing: Total Sales down 20% Year-over-year in December, Conventional Sales up 33%, Active Inventory increases 44%
76. 15 JanFed's Beige Book: Economic activity increased "at a moderate pace" in Most Districts
77. 15 JanDataQuick: Bay Area Home Sales Drop to Six-Year Low in December
78. 15 JanFNC: House prices increased 6.7% year-over-year in November
79. 15 JanNY Fed: Empire State Manufacturing Activity indicates faster expansion in January
80. 15 JanMBA: Mortgage Applications Increase in Latest Weekly Survey
81. 15 JanWednesday: NY Fed Mfg Survey, PPI, Beige Book
82. 14 JanLawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in December
83. 14 JanDataQuick on SoCal: December Home Sales at Six-Year Low, Foreclosure Resales lowest since May 2007
84. 14 JanMortgage Monitor: 2013 Vintage "best-performing on record", Purchase Mortgages over 50% of originations
85. 14 JanNFIB: Small Business Optimism Index increases in December
86. 14 JanRetail Sales increased 0.2% in December
87. 14 JanTuesday: Retail Sales
88. 13 JanWeekly Update: Housing Tracker Existing Home Inventory up 2.0% year-over-year on Jan 13th
89. 13 JanTreasury: $53 Billion Budget Surplus in December
90. 13 JanUpdate: The California Budget Surplus
91. 13 JanLawler: Preliminary Table of Distressed Sales and Cash buyers for Selected Cities in December
92. 13 JanSunday Night Futures
93. 12 JanMore Employment Graphs: Duration of Unemployment, Unemployment by Education, Construction Employment and Diffusion Indexes
94. 11 JanUpdate: When will payroll employment exceed the pre-recession peak?
95. 11 JanSchedule for Week of January 12th
96. 11 JanUnofficial Problem Bank list declines to 613 Institutions
97. 10 JanLawler on Builder "supply-chain" Issues in 2013
98. 10 JanPublic and Private Sector Payroll Jobs: Reagan, Bush, Clinton, Bush, Obama
99. 10 JanComments on the Disappointing Employment Report
100. 10 JanDecember Employment Report: 74,000 Jobs, 6.7% Unemployment Rate
101. 10 JanFriday: Jobs, Jobs, Jobs
102. 9 JanEmployment Report: Some Positive Outlooks
103. 9 JanAAR: Record Intermodal Rail Traffic in 2013, Carloads down slightly
104. 9 JanTrulia: Asking House Prices up 11.9% year-over-year in December, Price "Rebound effect fading"
105. 9 JanWeekly Initial Unemployment Claims decline to 330,000
106. 9 JanThursday: Unemployment Claims
107. 8 JanLas Vegas Real Estate in December: Year-over-year Non-contingent Inventory up 78.6%
108. 8 JanFOMC Minutes: "Proceed cautiously" with QE3 Tapering
109. 8 JanEmployment Preview for December: Taking the "Under"
110. 8 JanReis: Mall Vacancy Rates decline in Q4
111. 8 JanADP: Private Employment increased 238,000 in December
112. 8 JanMBA: Mortgage Applications Increase in Latest Weekly Survey
113. 8 JanWednesday: ADP Employment, FOMC Minutes, Q4 Mall Vacancy Survey
114. 7 JanZillow: Case-Shiller House Price Index expected to show 13.7% year-over-year increase in November
115. 7 JanReis: Apartment Vacancy Rate declined to 4.1% in Q4 2013, Expected to increase slightly in 2014
116. 7 JanCoreLogic: House Prices up 11.8% Year-over-year in November
117. 7 JanTrade Deficit decreased in November to $34.3 Billion
118. 7 JanTuesday: Trade Deficit, Q4 Apartment Vacancy Survey
119. 6 JanWeekly Update: Housing Tracker Existing Home Inventory up 2.0% year-over-year on Jan 6h
120. 6 JanISM Indexes and BLS Employment Report
121. 6 JanISM Non-Manufacturing Index at 53.0 indicates slower expansion in December
122. 6 JanReis: Office Vacancy Rate unchanged in Q4 at 16.9%
123. 6 JanMonday: ISM Service Index, Q4 Office Vacancy Survey
124. 5 JanUpdate: Extended unemployment benefits
125. 4 JanHousing Demolitions: The Return of the Bulldozers
126. 4 JanSchedule for Week of January 5th
127. 4 JanUnofficial Problem Bank list declines to 618 Institutions
128. 3 JanU.S. Light Vehicle Sales decrease to 15.5 million annual rate in December, Annual Sales up 7.5%
129. 3 JanBernanke: The Federal Reserve: Looking Back, Looking Forward
130. 3 JanFed's Lacker: Projecting 2% GDP Growth in 2014
131. 3 JanQuestion #1 for 2014: How much will the economy grow in 2014?
132. 3 JanMerrill Ups Q4 GDP Forecast to 3.0%
133. 3 JanFriday: Bernanke, December Vehicle Sales
134. 2 JanQuestion #2 for 2014: How many payroll jobs will be added in 2014?
135. 2 JanConstruction Spending increased in November, Highest since March 2009
136. 2 JanISM Manufacturing index declines slightly in December to 57.0
137. 2 JanWeekly Initial Unemployment Claims at 339,000
138. 2 JanThursday: Unemployment Claims, ISM Mfg Index, Construction Spending
139. 1 JanQuestion #3 for 2014: What will the unemployment rate be in December 2014?
140. 1 JanQuestion #4 for 2014: Will too much inflation be a concern in 2014?
141. 1 JanMarket Update: Happy New Year!